Position in WEC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$137,113,009
+$103,030,132 QoQ
Shares Held
1,184,357
+266.5% QoQ
Ownership
0.364%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Dec 31, 2020CallValue
$110,436
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CITIGROUP INC holds $2,214,504,347 across 40 Utilities - Regulated Electric names. WEC ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,958,570 | $387,809,355 | |
| 2 | NEE |
Nextera Energy Inc
|
3,769,590 | $350,119,517 | |
| 3 | SO |
Southern Co
|
2,613,850 | $252,288,800 | |
| 4 | EXC |
Exelon Corp
|
2,933,255 | $143,788,159 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
1,184,357 | $137,113,009 | |
| 6 | DUK |
Duke Energy CORP
|
933,761 | $122,266,664 | |
| 7 | XEL |
Xcel Energy Inc
|
856,342 | $68,027,807 | |
| 8 | D |
Dominion Energy, Inc
|
1,054,145 | $65,167,243 |
All Filings in WEC
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,113,009 | 1,184,357 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $34,082,877 | 323,183 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $36,921,011 | 322,201 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $33,736,937 | 323,771 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $40,908,584 | 375,377 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $19,988,105 | 212,549 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $23,567,560 | 245,036 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $19,487,030 | 248,369 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $17,084,489 | 208,043 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $24,950,006 | 296,424 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $26,726,971 | 331,806 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $25,479,827 | 288,756 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $38,660,478 | 407,854 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $38,111,750 | 406,482 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $36,804,109 | 411,541 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $36,915,253 | 366,805 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $29,983,720 | 300,408 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $37,215,471 | 383,388 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $43,363,705 | 491,652 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $35,213,878 | 395,884 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,246,891 | 333,870 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,347,540 | 297,159 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $110,436 | 1,200 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $30,780,769 | 317,655 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $125,970 | 1,300 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $18,925,911 | 215,926 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $43,825 | 500 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $35,060 | 400 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $96,943 | 1,100 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $16,523,932 | 187,495 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $96,943 | 1,100 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||