Position in WEC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$119,424,511
+$8,274,101 QoQ
Shares Held
1,031,567
-2.1% QoQ
Ownership
0.317%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BAHL & GAYNOR INC holds $911,672,635 across 11 Utilities - Regulated Electric names. WEC ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,249,543 | $487,577,553 | |
| 2 | PPL |
PPL Corp
|
4,181,418 | $159,730,167 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
1,031,567 | $119,424,511 | |
| 4 | CMS |
Cms Energy Corp
|
1,044,889 | $81,062,488 | |
| 5 | LNT |
Alliant Energy Corp
|
775,746 | $55,667,532 | |
| 6 | DUK |
Duke Energy CORP
|
32,774 | $4,291,427 | |
| 7 | SO |
Southern Co
|
18,876 | $1,821,911 | |
| 8 | IDA |
Idacorp Inc
|
5,000 | $714,850 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,424,511 | 1,031,567 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $111,150,410 | 1,053,958 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $100,648,866 | 878,339 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $96,512,540 | 926,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $143,800,308 | 1,319,511 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $88,637,496 | 942,551 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $92,995,287 | 966,888 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,122,676 | 970,210 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $82,622,574 | 1,006,120 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $85,880,249 | 1,020,319 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $88,775,120 | 1,102,112 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $100,449,679 | 1,138,369 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $109,857,248 | 1,158,954 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $108,702,342 | 1,159,368 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $104,837,715 | 1,172,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $119,200,330 | 1,184,423 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $76,414,136 | 765,596 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $113,993,183 | 1,174,340 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $108,900,098 | 1,234,695 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $122,783,733 | 1,380,368 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $130,064,081 | 1,389,722 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $149,077,279 | 1,619,877 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $163,933,772 | 1,691,783 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $164,776,740 | 1,879,940 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $163,538,522 | 1,855,651 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||