Position in WEC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$148,912,171
+$17,733,327 QoQ
Shares Held
1,286,276
+3.4% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71.27747077610093.ToString("F0")%
Shared 16.88914354306541.ToString("F0")%
None 11.833385680833661.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. WEC ranks #11 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,912,171 | 1,286,276 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $131,178,844 | 1,243,873 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $139,456,372 | 1,217,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,656,534 | 1,186,723 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $128,969,763 | 1,183,426 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,915,569 | 1,179,451 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $110,608,249 | 1,150,013 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $87,712,863 | 1,117,931 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $78,654,779 | 957,803 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $81,152,504 | 964,150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $79,172,512 | 982,899 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $87,155,263 | 987,707 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $91,832,833 | 968,803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $91,514,446 | 976,050 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $85,253,170 | 953,295 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $89,520,787 | 889,515 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,679,303 | 848,405 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $76,017,264 | 783,118 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $68,806,672 | 780,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,523,320 | 781,600 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $73,206,659 | 782,206 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $74,044,393 | 804,568 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $77,359,146 | 798,340 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $69,222,551 | 789,761 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $76,992,218 | 873,621 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||