Position in WEC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$17,231,785
+$1,023,638 QoQ
Shares Held
148,845
-3.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $98,097,503 across 23 Utilities - Regulated Electric names. WEC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
190,048 | $17,651,657 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
148,845 | $17,231,785 | |
| 3 | EXC |
Exelon Corp
|
208,650 | $10,228,022 | |
| 4 | CMS |
Cms Energy Corp
|
119,266 | $9,252,656 | |
| 5 | AEE |
Ameren Corp
|
56,074 | $6,163,653 | |
| 6 | EVRG |
Evergy, Inc.
|
73,137 | $5,991,382 | |
| 7 | LNT |
Alliant Energy Corp
|
63,141 | $4,530,998 | |
| 8 | ED |
Consolidated Edison Inc
|
30,545 | $3,457,082 |
All Filings in WEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,231,785 | 148,845 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $16,208,147 | 153,690 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $11,340,971 | 98,970 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,515,134 | 100,913 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,837,733 | 99,447 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,102,477 | 128,695 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,435,592 | 129,295 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $7,147,313 | 91,095 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,644,722 | 129,624 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,279,176 | 122,124 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $10,580,322 | 131,351 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,965,432 | 135,601 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,355,936 | 119,801 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $10,370,136 | 110,603 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,600,674 | 118,536 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,049,791 | 79,986 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,017,145 | 60,286 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $4,145,374 | 42,705 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||