Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,115,807
New position
Shares Held
206,524
first reported quarter
Ownership
0.063%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#130
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Life Cycle Investment Partners Ltd holds $200,731,490 across 8 Utilities - Regulated Electric names. WEC ranks #6 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
467,036 | $37,904,641 | |
| 2 | OGE |
Oge Energy Corp.
|
774,360 | $37,680,357 | |
| 3 | PCG |
PG&E Corp
|
2,226,416 | $37,448,317 | |
| 4 | CNP |
Centerpoint Energy Inc
|
842,312 | $37,095,420 | |
| 5 | DTE |
Dte Energy Co
|
160,443 | $24,446,699 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
206,524 | $24,115,807 | |
| 7 | ETR |
Entergy Corp /De/
|
9,404 | $1,080,143 | |
| 8 | ES |
Eversource Energy
|
13,285 | $960,106 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,115,807 | 206,524 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||