Position in WEC
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$22,147,765
+$9,078,954 QoQ
Shares Held
189,670
+68.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 12%
Shared 10%
None 78%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $534,989,916 across 36 Utilities - Regulated Electric names. WEC ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,531,453 | $222,185,628 | |
| 2 | DUK |
Duke Energy CORP
|
303,446 | $38,410,193 | |
| 3 | SO |
Southern Co
|
243,080 | $23,265,186 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
189,670 | $22,147,765 | |
| 5 | ED |
Consolidated Edison Inc
|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in WEC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,147,765 | 189,670 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $13,068,811 | 112,886 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $23,059,356 | 218,655 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $24,806,785 | 216,483 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,644,334 | 226,913 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $24,834,579 | 227,882 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $22,310,706 | 237,247 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $25,183,867 | 261,841 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $19,523,201 | 248,830 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $20,823,496 | 253,574 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,118,024 | 262,778 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,378,624 | 128,847 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $11,932,429 | 135,227 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $13,390,224 | 141,262 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $11,762,097 | 125,449 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||