Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,316,125
-$351,227 QoQ
Shares Held
71,218
-4.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#229
of 1,386 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leeward Investments, LLC - MA holds $100,269,379 across 8 Utilities - Regulated Electric names. WEC ranks #8 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
159,556 | $24,140,822 | |
| 2 | ETR |
Entergy Corp /De/
|
112,317 | $12,900,730 | |
| 3 | DTE |
Dte Energy Co
|
83,731 | $12,758,092 | |
| 4 | EVRG |
Evergy, Inc.
|
142,613 | $12,326,041 | |
| 5 | POR |
Portland General Electric Co /Or/
|
228,786 | $11,857,978 | |
| 6 | CNP |
Centerpoint Energy Inc
|
213,646 | $9,408,969 | |
| 7 | XEL |
Xcel Energy Inc
|
106,608 | $8,560,622 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
71,218 | $8,316,125 |
All Filings in WEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,316,125 | 71,218 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,667,352 | 74,867 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,164,185 | 77,415 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,273,188 | 115,832 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,985,806 | 105,430 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,554,496 | 124,376 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,453,550 | 143,062 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,160,004 | 147,224 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,286,443 | 156,595 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $13,441,812 | 163,685 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,248,105 | 157,397 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $13,020,424 | 161,644 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,419,916 | 163,417 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,589,671 | 175,015 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $16,694,624 | 178,057 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,195,146 | 181,093 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $17,345,203 | 172,349 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $17,349,573 | 173,826 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||