Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,433,485
+$113,543 QoQ
Shares Held
731,639
-0.7% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#58
of 1,386 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,266,725,901 across 34 Utilities - Regulated Electric names. WEC ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,086,081 | $148,586,740 | |
| 2 | NEE |
Nextera Energy Inc
|
1,057,257 | $92,795,445 | |
| 3 | EXC |
Exelon Corp
|
1,958,736 | $91,316,271 | |
| 4 | XEL |
Xcel Energy Inc
|
1,105,703 | $88,787,950 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
731,639 | $85,433,485 | |
| 6 | ETR |
Entergy Corp /De/
|
741,192 | $85,133,312 | |
| 7 | DUK |
Duke Energy CORP
|
578,664 | $73,247,288 | |
| 8 | EIX |
Edison International
|
926,961 | $69,012,245 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,433,485 | 731,639 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||