Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,149,960
+$10,937,617 QoQ
Shares Held
617,881
+16.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#64
of 1,390 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, 2026HSBC HOLDINGS PLC holds $3,534,713,713 across 34 Utilities - Regulated Electric names. WEC ranks #16 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
8,890,472 | $414,473,801 | |
| 2 | NEE |
Nextera Energy Inc
|
4,077,202 | $357,856,013 | |
| 3 | PCG |
PG&E Corp
|
17,586,566 | $295,806,037 | |
| 4 | ES |
Eversource Energy
|
3,759,955 | $271,731,945 | |
| 5 | EIX |
Edison International
|
3,507,101 | $261,103,665 | |
| 6 | DUK |
Duke Energy CORP
|
1,666,269 | $210,916,327 | |
| 7 | SO |
Southern Co
|
1,992,743 | $190,725,430 | |
| 8 | D |
Dominion Energy, Inc
|
2,520,262 | $172,108,689 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,149,960 | 617,881 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,212,343 | 528,741 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $61,061,335 | 579,000 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $61,525,317 | 536,917 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,318,326 | 540,483 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $62,741,418 | 575,715 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $57,060,085 | 606,764 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,703,160 | 495,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,127,026 | 549,669 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $42,478,539 | 517,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,536,232 | 505,361 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,251,739 | 437,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,763,703 | 337,304 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $32,477,517 | 342,626 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,567,462 | 443,339 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,204,877 | 315,385 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,901,167 | 316,983 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $32,497,334 | 325,592 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,352,621 | 312,688 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,345,362 | 321,376 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $30,248,068 | 340,057 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,189,811 | 343,945 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $33,216,018 | 360,926 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $31,782,616 | 327,994 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,819,143 | 328,798 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $28,439,726 | 322,702 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||