Position in WEC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$142,890,160
+$18,475,837 QoQ
Shares Held
1,234,259
+4.6% QoQ
Ownership
0.379%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.16226497031822.ToString("F0")%
Shared 0.007939986664063215.ToString("F0")%
None 2.8297950430177137.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,108,434,521 across 33 Utilities - Regulated Electric names. WEC ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,628 | $264,673,445 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
1,234,259 | $142,890,160 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,004,345 | $131,649,541 | |
| 4 | DUK |
Duke Energy CORP
|
808,403 | $105,852,285 | |
| 5 | SO |
Southern Co
|
1,055,529 | $101,879,656 | |
| 6 | ES |
Eversource Energy
|
430,361 | $29,815,408 | |
| 7 | ETR |
Entergy Corp /De/
|
255,940 | $28,757,416 | |
| 8 | PPL |
PPL Corp
|
737,511 | $28,172,919 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,890,160 | 1,234,259 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $124,414,323 | 1,179,730 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $134,301,768 | 1,172,020 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $126,191,928 | 1,211,055 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,830,379 | 1,209,675 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $114,883,587 | 1,221,646 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $116,991,329 | 1,216,379 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $91,726,484 | 1,169,086 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,880,262 | 1,131,031 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,329,661 | 241,531 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,512,158 | 229,822 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,258,972 | 206,924 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,545,126 | 206,194 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,385,920 | 164,099 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,629,852 | 163,590 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,596,438 | 164,909 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,641,424 | 146,693 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,868,179 | 132,566 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,616,884 | 109,035 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,251,687 | 104,010 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,488,263 | 122,751 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,419,080 | 124,080 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,550,970 | 129,525 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,522,730 | 120,054 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,279,832 | 116,644 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||