CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WEC — Wec Energy Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$628,912,476
-$1,059,472 QoQ
Shares Held
5,385,908
-1.0% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#10
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. WEC ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,912,476 | 5,385,908 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $629,971,948 | 5,441,582 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $562,825,359 | 5,336,861 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $605,538,707 | 5,284,394 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $544,077,693 | 5,221,475 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $568,145,868 | 5,213,304 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $363,350,058 | 3,863,782 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $363,182,507 | 3,776,071 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $146,237,514 | 1,863,848 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $149,293,831 | 1,817,996 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $149,634,900 | 1,777,770 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $139,047,826 | 1,726,230 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $150,654,975 | 1,707,332 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $161,148,876 | 1,700,062 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $158,086,673 | 1,686,078 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $147,485,183 | 1,649,169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,928,492 | 1,599,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $158,862,985 | 1,591,654 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $149,416,453 | 1,539,265 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $130,992,346 | 1,485,174 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $129,604,775 | 1,457,052 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $132,361,810 | 1,414,273 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $126,347,158 | 1,372,891 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $131,727,216 | 1,359,414 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $124,164,201 | 1,416,591 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $125,055,324 | 1,418,987 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||