Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,363,191
+$393,712 QoQ
Shares Held
20,238
+19.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#404
of 1,386 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, 2026OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. WEC ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
313,708 | $27,534,151 | |
| 2 | DUK |
Duke Energy CORP
|
91,614 | $11,596,500 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
102,451 | $8,314,923 | |
| 4 | AEP |
American Electric Power Co Inc
|
59,170 | $8,095,047 | |
| 5 | EVRG |
Evergy, Inc.
|
81,312 | $7,027,796 | |
| 6 | SO |
Southern Co
|
66,365 | $6,351,794 | |
| 7 | D |
Dominion Energy, Inc
|
74,921 | $5,116,355 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
20,238 | $2,363,191 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,191 | 20,238 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,969,479 | 17,012 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,555,007 | 14,745 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,511,327 | 13,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,244,356 | 11,942 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,059,394 | 9,721 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,187,746 | 23,264 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,177,611 | 22,641 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,812,347 | 23,099 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,790,298 | 21,801 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,320,122 | 15,684 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,224,601 | 15,203 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,236,418 | 14,012 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,376,161 | 14,518 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,278,886 | 13,640 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $781,528 | 8,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $824,543 | 8,193 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $802,372 | 8,039 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $755,689 | 7,785 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $730,119 | 8,278 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $694,432 | 7,807 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $583,065 | 6,230 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $585,310 | 6,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $654,850 | 6,758 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $593,741 | 6,774 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $650,487 | 7,381 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||