Position in WEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$30,339,612
+$2,708,249 QoQ
Shares Held
262,068
+0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026MML INVESTORS SERVICES, LLC holds $295,722,439 across 29 Utilities - Regulated Electric names. WEC ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
623,770 | $57,935,757 | |
| 2 | DUK |
Duke Energy CORP
|
383,697 | $50,241,285 | |
| 3 | SO |
Southern Co
|
351,226 | $33,900,333 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
262,068 | $30,339,612 | |
| 5 | ETR |
Entergy Corp /De/
|
178,192 | $20,021,653 | |
| 6 | ED |
Consolidated Edison Inc
|
176,462 | $19,971,969 | |
| 7 | AEP |
American Electric Power Co Inc
|
143,021 | $18,747,192 | |
| 8 | NGG |
National Grid PLC
|
100,890 | $8,535,294 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,339,612 | 262,068 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $27,631,363 | 262,008 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,196,015 | 246,060 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,097,790 | 202,474 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,530,415 | 197,563 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,514,595 | 196,880 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,572,261 | 193,099 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $13,522,894 | 172,354 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,487,142 | 164,237 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,412,152 | 159,346 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,754,729 | 34,199 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,889,154 | 32,742 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,455,440 | 25,904 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,165,144 | 55,089 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,020,964 | 67,326 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,573,905 | 65,321 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,131,642 | 21,357 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,550,693 | 15,975 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,099,854 | 12,470 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $981,741 | 11,037 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $984,473 | 10,519 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $889,838 | 9,669 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $960,666 | 9,914 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $825,575 | 9,419 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $780,126 | 8,852 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||