ESSEX INVESTMENT MANAGEMENT CO LLC

Position in WEC — Wec Energy Group, Inc.

CIK 201772 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$50,211

+$430 QoQ

Shares Held

430

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,168

of 1,380 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $1,563,175 across 6 Utilities - Regulated Electric names. WEC ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,923	$870,941
2	DUK	Duke Energy CORP	2,096	$265,311
3	SO	Southern Co	2,353	$225,205
4	DTE	Dte Energy Co	699	$106,506
5	WEC	Wec Energy Group, Inc. This page	430	$50,211
6	PPL	PPL Corp	1,238	$45,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,211	430	0.0%	Shares	Sole	2026-08-06
2026-03-31	$49,781	430	0.0%	Shares	Sole	2026-05-11
2025-12-31	$45,347	430	0.0%	Shares	Sole	2026-02-13
2025-09-30	$49,273	430	0.0%	Shares	Sole	2025-11-06
2025-06-30	$44,806	430	0.0%	Shares	Sole	2025-08-12
2025-03-31	$46,861	430	0.0%	Shares	Sole	2025-05-07
2024-12-31	$40,437	430	0.0%	Shares	Sole	2025-02-07
2024-09-30	$41,357	430	0.0%	Shares	Sole	2024-10-10
2024-06-30	$33,737	430	0.0%	Shares	Sole	2024-08-12
2024-03-31	$35,311	430	0.0%	Shares	Sole	2024-05-03
2023-12-31	$36,193	430	0.0%	Shares	Sole	2024-02-08
2023-09-30	$34,636	430	0.0%	Shares	Sole	2023-11-09
2023-06-30	$37,943	430	0.0%	Shares	Sole	2023-08-14
2023-03-31	$40,759	430	0.0%	Shares	Sole	2023-05-04
2022-12-31	$40,316	430	0.0%	Shares	Sole	2023-02-03
2022-09-30	$38,454	430	0.0%	Shares	Sole	2022-11-14
2022-06-30	$43,275	430	0.0%	Shares	Sole	2022-08-12
2022-03-31	$42,918	430	0.0%	Shares	Sole	2022-05-09
2021-12-31	$41,740	430	0.0%	Shares	Sole	2022-02-10
2021-09-30	$37,926	430	0.0%	Shares	Sole	2021-11-09
2021-06-30	$38,248	430	0.0%	Shares	Sole	2021-08-12
2021-03-31	$40,243	430	0.0%	Shares	Sole	2021-05-12
2020-12-31	$39,572	430	0.0%	Shares	Sole	2021-02-12
2020-09-30	$41,667	430	0.0%	Shares	Sole	2020-11-12
2020-06-30	$37,689	430	0.0%	Shares	Sole	2020-08-04
2020-03-31	$37,895	430	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.