Position in WEC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$18,491,479
+$3,177,422 QoQ
Shares Held
159,726
+10.0% QoQ
Ownership
0.049%
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
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $649,187,785 across 33 Utilities - Regulated Electric names. WEC ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,191,696 | $203,564,724 | |
| 2 | SO |
Southern Co
|
890,580 | $85,958,781 | |
| 3 | DUK |
Duke Energy CORP
|
532,024 | $69,663,222 | |
| 4 | ED |
Consolidated Edison Inc
|
320,701 | $36,296,939 | |
| 5 | AEP |
American Electric Power Co Inc
|
236,808 | $31,040,792 | |
| 6 | D |
Dominion Energy, Inc
|
493,273 | $30,494,136 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
159,726 | $18,491,479 | |
| 8 | XEL |
Xcel Energy Inc
|
229,916 | $18,264,527 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,491,479 | 159,726 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,314,057 | 145,212 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,384,529 | 177,891 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,891,586 | 210,092 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22,795,782 | 209,174 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,931,474 | 201,313 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,958,616 | 197,116 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,201,416 | 181,002 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,397,853 | 175,327 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,770,440 | 151,722 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,528,505 | 155,537 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $13,363,065 | 151,440 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,781,138 | 145,386 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,859,321 | 147,817 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,383,640 | 138,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,263,524 | 161,601 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $13,646,123 | 136,721 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,585,528 | 139,956 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,801,413 | 122,465 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,558,098 | 118,697 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,852,977 | 115,963 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,602,592 | 115,208 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,926,928 | 112,765 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,530,358 | 120,141 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,577,715 | 120,024 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||