Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$679,932,321
+$23,773,086 QoQ
Shares Held
5,822,834
+2.7% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#9
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 64%
None 36%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. WEC ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
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|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,932,321 | 5,822,834 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $656,159,235 | 5,667,783 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $493,616,074 | 4,680,600 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $548,475,177 | 4,786,414 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $463,029,162 | 4,443,658 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $465,822,474 | 4,274,385 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $398,783,669 | 4,240,575 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $412,347,893 | 4,287,252 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $332,768,001 | 4,241,244 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $343,264,306 | 4,180,033 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $349,720,455 | 4,154,930 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $284,552,457 | 3,532,619 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $312,916,596 | 3,546,199 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $339,212,837 | 3,578,572 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $338,513,351 | 3,610,424 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $333,361,590 | 3,727,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $369,192,000 | 3,668,442 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $365,154,483 | 3,658,496 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $337,214,381 | 3,473,930 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $296,739,461 | 3,364,393 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $306,917,970 | 3,450,455 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $319,891,927 | 3,418,014 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $301,910,762 | 3,280,569 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $305,855,546 | 3,156,404 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $264,326,979 | 3,015,710 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $224,432,209 | 2,546,604 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||