Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$545,425,660
+$32,100,212 QoQ
Shares Held
4,670,940
+5.3% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#12
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. WEC ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
|
7,869,605 | $631,929,277 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,425,660 | 4,670,940 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $513,325,448 | 4,434,011 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $354,093,336 | 3,357,608 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $139,921,947 | 1,221,066 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $134,296,290 | 1,288,832 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $124,100,098 | 1,138,742 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $70,693,062 | 751,734 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $66,366,697 | 690,026 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $53,622,936 | 683,443 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $58,036,254 | 706,725 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $84,719,039 | 1,006,523 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $90,945,215 | 1,129,053 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $100,618,217 | 1,140,279 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $109,751,651 | 1,157,840 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $105,516,844 | 1,125,393 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $100,402,342 | 1,122,692 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $109,451,532 | 1,087,555 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $97,088,080 | 972,729 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $98,063,703 | 1,010,237 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $89,664,206 | 1,016,601 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $82,704,551 | 929,787 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $86,303,455 | 922,144 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $85,437,980 | 928,371 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $107,353,957 | 1,107,884 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $105,716,241 | 1,206,118 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $125,097,977 | 1,419,471 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||