Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,305,039
+$19,740 QoQ
Shares Held
19,740
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#410
of 1,386 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. WEC ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,725 | $8,577,323 | |
| 2 | XEL |
Xcel Energy Inc
|
44,132 | $3,543,799 | |
| 3 | ES |
Eversource Energy
|
44,938 | $3,247,669 | |
| 4 | CMS |
Cms Energy Corp
|
37,240 | $2,848,860 | |
| 5 | DUK |
Duke Energy CORP
|
22,168 | $2,806,025 | |
| 6 | SO |
Southern Co
|
28,481 | $2,725,916 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
19,740 | $2,305,039 | |
| 8 | AEE |
Ameren Corp
|
20,075 | $2,269,278 |
All Filings in WEC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,305,039 | 19,740 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,285,299 | 19,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,075,241 | 19,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,254,902 | 19,678 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,514,130 | 14,531 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,587,838 | 14,570 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $270,913 | 3,299 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $289,292 | 3,437 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,363 | 2,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $231,541 | 2,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,728 | 2,624 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $248,276 | 2,648 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $274,728 | 3,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $334,024 | 3,319 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $331,269 | 3,319 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $322,175 | 3,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $293,794 | 3,331 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||