Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$145,329,254
+$2,439,094 QoQ
Shares Held
1,244,577
+0.8% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#37
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. WEC ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,329,254 | 1,244,577 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||