Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,639,371
+$2,531,739 QoQ
Shares Held
325,122
-2.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.32114098707562.ToString("F0")%
Shared 0.017224303492227533.ToString("F0")%
None 4.6616347094321515.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026US BANCORP \DE\ holds $549,172,848 across 37 Utilities - Regulated Electric names. WEC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,811,759 | $261,156,173 | |
| 2 | DUK |
Duke Energy CORP
|
345,167 | $45,196,165 | |
| 3 | SO |
Southern Co
|
409,864 | $39,560,072 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
325,122 | $37,639,371 | |
| 5 | CMS |
Cms Energy Corp
|
360,707 | $27,983,648 | |
| 6 | AEP |
American Electric Power Co Inc
|
207,856 | $27,245,762 | |
| 7 | XEL |
Xcel Energy Inc
|
255,105 | $20,265,539 | |
| 8 | AEE |
Ameren Corp
|
93,806 | $10,311,153 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,639,371 | 325,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,107,632 | 332,900 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $38,674,581 | 337,504 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $34,990,254 | 335,799 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $36,435,062 | 334,328 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $32,515,832 | 345,766 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $34,582,382 | 359,559 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $28,448,652 | 362,588 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $31,542,618 | 384,104 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $33,076,704 | 392,975 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,505,741 | 453,206 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $39,120,584 | 443,343 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $43,417,041 | 458,034 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $43,567,550 | 464,671 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,454,696 | 228,723 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $23,353,511 | 232,050 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $22,799,198 | 228,426 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $22,049,837 | 227,154 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,086,138 | 227,734 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $20,302,569 | 228,247 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $22,041,754 | 235,514 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $22,676,835 | 246,407 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $24,169,185 | 249,424 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $22,490,813 | 256,598 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $22,997,787 | 260,953 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||