Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$602,694,101
-$37,131,140 QoQ
Shares Held
5,161,378
-6.6% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#11
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. WEC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,694,101 | 5,161,378 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $639,825,241 | 5,526,693 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $461,046,225 | 4,371,764 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $568,109,941 | 4,957,762 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $551,987,615 | 5,297,386 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $556,190,757 | 5,103,604 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $411,644,764 | 4,377,337 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $462,275,700 | 4,806,360 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $322,249,570 | 4,107,183 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $390,441,502 | 4,754,524 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $350,800,604 | 4,167,763 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $346,020,965 | 4,295,729 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $366,488,685 | 4,153,317 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $520,808,672 | 5,494,342 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $566,172,848 | 6,038,533 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $487,187,357 | 5,447,695 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $543,492,025 | 5,400,358 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $470,836,402 | 4,717,327 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $454,268,471 | 4,679,803 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $417,354,192 | 4,731,907 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $364,030,003 | 4,092,524 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $369,007,116 | 3,942,805 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $339,848,468 | 3,692,801 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $364,555,817 | 3,762,186 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $324,910,480 | 3,706,908 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $330,376,980 | 3,748,746 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||