Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$167,983,079
+$104,993,087 QoQ
Shares Held
1,451,007
+142.9% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026BARCLAYS PLC holds $5,338,962,895 across 38 Utilities - Regulated Electric names. WEC ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,367,590 | $1,358,983,696 | |
| 2 | PPL |
PPL Corp
|
13,385,498 | $511,326,022 | |
| 3 | SO |
Southern Co
|
4,564,491 | $440,564,669 | |
| 4 | NEE |
Nextera Energy Inc
|
3,958,258 | $367,643,001 | |
| 5 | DUK |
Duke Energy CORP
|
2,635,465 | $345,087,785 | |
| 6 | DTE |
Dte Energy Co
|
1,814,684 | $265,343,093 | |
| 7 | CMS |
Cms Energy Corp
|
2,995,363 | $232,380,261 | |
| 8 | EXC |
Exelon Corp
|
3,673,767 | $180,088,056 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2022-02-23 | |
| 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. | ||||||