Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,483,329
+$140,282 QoQ
Shares Held
12,703
+9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#494
of 1,380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $41,154,022 across 23 Utilities - Regulated Electric names. WEC ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
194,124 | $17,038,263 | |
| 2 | SO |
Southern Co
|
29,533 | $2,826,603 | |
| 3 | DUK |
Duke Energy CORP
|
21,668 | $2,742,734 | |
| 4 | ED |
Consolidated Edison Inc
|
22,196 | $2,455,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,520 | $1,576,051 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
18,543 | $1,504,949 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
12,703 | $1,483,329 | |
| 8 | PCG |
PG&E Corp
|
79,575 | $1,338,451 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,329 | 12,703 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,343,047 | 11,601 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,181,362 | 11,202 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,391,122 | 12,140 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $1,107,541 | 10,629 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,088,056 | 9,984 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $788,430 | 8,384 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $585,351 | 6,086 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $477,507 | 6,086 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $499,946 | 6,088 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $513,268 | 6,098 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $340,404 | 4,226 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $401,492 | 4,550 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $431,294 | 4,550 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $417,232 | 4,450 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $389,020 | 4,350 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $437,784 | 4,350 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $435,570 | 4,364 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $422,254 | 4,350 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $383,670 | 4,350 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $411,126 | 4,622 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $432,853 | 4,625 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $425,638 | 4,625 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $482,077 | 4,975 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $450,695 | 5,142 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $455,543 | 5,169 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||