Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,657,183
-$10,407,850 QoQ
Shares Held
1,812,599
-5.5% QoQ
Ownership
0.556%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#27
of 1,390 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, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. WEC ranks #24 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,657,183 | 1,812,599 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $222,065,033 | 1,918,157 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $127,576,859 | 1,209,718 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $208,976,635 | 1,823,690 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $153,222,868 | 1,470,469 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $102,965,936 | 944,815 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $133,484,136 | 1,419,440 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $95,245,897 | 990,288 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $86,076,188 | 1,097,071 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $112,067,192 | 1,364,676 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $127,992,604 | 1,520,644 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $106,435,224 | 1,321,356 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $111,382,880 | 1,262,272 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $126,747,025 | 1,337,135 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $118,385,781 | 1,262,647 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $116,876,602 | 1,306,906 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $129,607,209 | 1,287,830 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $125,939,159 | 1,261,789 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $132,296,992 | 1,362,903 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $93,630,914 | 1,061,575 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $82,752,763 | 930,329 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $83,352,001 | 890,608 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $98,708,156 | 1,072,565 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $158,701,074 | 1,637,782 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $147,112,460 | 1,678,408 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $189,785,044 | 2,153,467 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||