Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,765,742
+$207,782,663 QoQ
Shares Held
3,217,999
+121.8% QoQ
Ownership
0.988%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#19
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Sep 30, 2025CallValue
$11,459
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARCLAYS PLC holds $5,466,205,479 across 38 Utilities - Regulated Electric names. WEC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,836,683 | $935,326,600 | |
| 2 | PPL |
PPL Corp
|
14,884,913 | $542,929,467 | |
| 3 | ETR |
Entergy Corp /De/
|
4,094,420 | $470,285,080 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
3,217,999 | $375,765,742 | |
| 5 | AEE |
Ameren Corp
|
2,577,609 | $291,372,919 | |
| 6 | DUK |
Duke Energy CORP
|
2,055,125 | $260,137,721 | |
| 7 | SO |
Southern Co
|
2,701,178 | $258,529,744 | |
| 8 | DTE |
Dte Energy Co
|
1,633,097 | $248,834,988 |
All Filings in WEC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,765,742 | 3,217,999 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $167,983,079 | 1,451,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $62,989,992 | 597,288 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,459 | 100 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $79,707,657 | 695,590 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $104,617,839 | 1,004,010 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $83,043,630 | 762,008 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $75,472,364 | 802,556 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $54,790,089 | 569,662 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $59,951,834 | 764,107 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $50,584,605 | 615,984 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $61,328,197 | 728,623 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $56,417,944 | 700,409 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $50,307,741 | 570,124 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $31,813,229 | 335,618 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $38,815,514 | 413,988 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $24,666,849 | 275,823 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,858,742 | 256,943 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,772,704 | 348,389 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,550,290 | 469,252 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,298,618 | 581,617 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $56,516,605 | 635,375 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,918,643 | 405,157 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $36,660,241 | 398,351 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $50,412,127 | 520,249 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $66,622,588 | 760,098 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $97,005,747 | 1,100,712 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||