Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,566,604
+$21,980 QoQ
Shares Held
21,980
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#385
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $36,318,190 across 11 Utilities - Regulated Electric names. WEC ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,224 | $11,605,300 | |
| 2 | PPL |
PPL Corp
|
267,665 | $9,729,622 | |
| 3 | EVRG |
Evergy, Inc.
|
87,125 | $7,530,213 | |
| 4 | IDA |
Idacorp Inc
|
24,050 | $3,638,765 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
21,980 | $2,566,604 | |
| 6 | AEE |
Ameren Corp
|
5,688 | $642,971 | |
| 7 | DTE |
Dte Energy Co
|
1,970 | $300,168 | |
| 8 | MGEE |
Mge Energy Inc
|
1,730 | $141,064 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566,604 | 21,980 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,544,624 | 21,980 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,318,010 | 21,980 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,518,688 | 21,980 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,298,964 | 22,063 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,422,625 | 22,230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,275,297 | 24,195 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,952,726 | 30,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,408,722 | 30,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,077,447 | 37,475 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,564,599 | 42,350 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,406,459 | 42,290 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,559,601 | 40,340 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,823,828 | 40,340 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,815,563 | 40,695 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,694,800 | 41,315 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,190,649 | 41,640 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,156,088 | 41,640 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,048,789 | 41,710 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,678,822 | 41,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,710,104 | 41,710 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,903,638 | 41,710 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,399,954 | 47,810 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,006,831 | 61,990 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,457,527 | 62,265 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,516,056 | 62,590 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||