Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,661
+$7,168 QoQ
Shares Held
1,727
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,086
of 1,386 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $4,555,959 across 13 Utilities - Regulated Electric names. WEC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
28,988 | $2,158,156 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,498 | $204,941 | |
| 3 | LNT |
Alliant Energy Corp
|
2,667 | $203,465 | |
| 4 | DTE |
Dte Energy Co
|
1,330 | $202,652 | |
| 5 | CMS |
Cms Energy Corp
|
2,646 | $202,419 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
1,727 | $201,661 | |
| 7 | ES |
Eversource Energy
|
2,785 | $201,271 | |
| 8 | AEE |
Ameren Corp
|
1,780 | $201,211 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,661 | 1,727 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $194,493 | 1,680 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $163,463 | 1,550 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $180,135 | 1,572 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $171,617 | 1,647 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $172,842 | 1,586 | Shares | Other | 2025-05-15 | |
| 2023-03-31 | $160,858 | 1,697 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $159,110 | 1,697 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $151,762 | 1,697 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||