Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$85,319,942
+$6,975,818 QoQ
Shares Held
736,978
-0.8% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.10%
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)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,360,025,509 across 34 Utilities - Regulated Electric names. WEC ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,411,734 | $185,050,091 | |
| 2 | EXC |
Exelon Corp
|
2,525,999 | $123,824,470 | |
| 3 | NEE |
Nextera Energy Inc
|
1,120,238 | $104,047,704 | |
| 4 | ETR |
Entergy Corp /De/
|
857,978 | $96,402,406 | |
| 5 | XEL |
Xcel Energy Inc
|
1,157,937 | $91,986,514 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
736,978 | $85,319,942 | |
| 7 | DUK |
Duke Energy CORP
|
579,205 | $75,841,101 | |
| 8 | AEE |
Ameren Corp
|
594,693 | $65,368,653 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,319,942 | 736,978 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $78,344,124 | 742,880 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $93,643,863 | 817,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $95,470,123 | 916,220 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,261,600 | 938,352 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,905,758 | 881,601 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $85,096,216 | 884,760 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,542,679 | 899,091 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,091,392 | 731,751 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $48,277,133 | 573,567 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,878,628 | 395,762 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,402,795 | 287,883 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $25,672,165 | 270,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,776,785 | 253,592 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,635,627 | 253,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,237,868 | 330,265 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,497,037 | 325,589 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,326,105 | 168,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,308,720 | 196,244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,404,868 | 60,763 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,028,402 | 53,728 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,595,609 | 49,936 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,873,884 | 60,618 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $6,688,571 | 76,310 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $11,935,004 | 135,425 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||