Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,662,699
+$1,218,573 QoQ
Shares Held
74,186
+15.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#223
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $53,284,151 across 9 Utilities - Regulated Electric names. WEC ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
121,466 | $9,753,719 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
74,186 | $8,662,699 | |
| 3 | AEE |
Ameren Corp
|
58,845 | $6,651,838 | |
| 4 | POR |
Portland General Electric Co /Or/
|
128,069 | $6,637,816 | |
| 5 | OGE |
Oge Energy Corp.
|
110,557 | $5,379,703 | |
| 6 | CNP |
Centerpoint Energy Inc
|
107,763 | $4,745,882 | |
| 7 | LNT |
Alliant Energy Corp
|
58,829 | $4,488,064 | |
| 8 | AEP |
American Electric Power Co Inc
|
27,721 | $3,792,510 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,662,699 | 74,186 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,444,126 | 64,301 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,176,869 | 68,053 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,095,095 | 70,644 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,510,631 | 72,079 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,298,065 | 94,495 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,751,948 | 103,700 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,197,003 | 106,020 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $8,660,257 | 110,378 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,531,750 | 116,071 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,356,710 | 87,403 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,245,875 | 89,955 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,380,481 | 83,641 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,947,857 | 83,847 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,369,216 | 46,600 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,502,602 | 16,802 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,685,619 | 16,749 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $1,761,147 | 17,645 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,751,919 | 18,048 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,612,648 | 18,284 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,549,953 | 17,425 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,658,508 | 17,721 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $1,644,944 | 17,874 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,680,149 | 17,339 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,555,349 | 17,745 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,605,111 | 18,213 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||