MORGAN STANLEY

Position in WEC — Wec Energy Group, Inc.

CIK 895421 NEW YORK, NY

Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$501,149,974

-$47,930,110 QoQ

Shares Held

4,291,770

-9.5% QoQ

Ownership

1.32%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#14

of 1,390 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. WEC ranks #12 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in WEC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,149,974	4,291,770	-9.5%	Shares	Defined	2026-08-13
2026-03-31	$549,080,084	4,742,853	+16.6%	Shares	Defined	2026-05-15
2025-12-31	$428,861,097	4,066,576	-0.9%	Shares	Defined	2026-05-27
2025-09-30	$470,227,392	4,103,564	-3.6%	Shares	Defined	2026-05-27
2025-06-30	$443,469,045	4,255,941	+13.5%	Shares	Defined	2025-08-15
2025-03-31	$408,652,761	3,749,796	+6.7%	Shares	Defined	2025-05-15
2024-12-31	$330,507,431	3,514,541	-0.0%	Shares	Defined	2025-05-15
2024-09-30	$338,172,239	3,516,035	-3.0%	Shares	Defined	2025-05-14
2024-06-30	$284,485,595	3,625,868	+1.9%	Shares	Defined	2025-05-14
2024-03-31	$292,074,718	3,556,682	-11.2%	Shares	Defined	2024-10-17
2023-12-31	$337,131,903	4,005,369	+19.4%	Shares	Defined	2024-08-16
2023-09-30	$270,179,272	3,354,181	+1.4%	Shares	Defined	2023-11-15
2023-06-30	$292,020,038	3,309,384	+3.4%	Shares	Defined	2023-08-14
2023-03-31	$303,436,907	3,201,149	-1.1%	Shares	Defined	2023-05-15
2022-12-31	$303,446,357	3,236,416	+9.4%	Shares	Defined	2023-02-14
2022-09-30	$264,630,430	2,959,079	+3.0%	Shares	Defined	2022-11-14
2022-06-30	$288,990,372	2,871,526	+128.4%	Shares	Defined	2022-10-27
2022-03-31	$125,498,096	1,257,370	+1.4%	Shares	Defined	2022-10-27
2021-12-31	$120,320,882	1,239,527	-1.8%	Shares	Defined	2022-02-14
2021-09-30	$111,330,621	1,262,252	+0.5%	Shares	Defined	2021-11-15
2021-06-30	$111,721,818	1,256,007	+6.9%	Shares	Defined	2021-08-23
2021-03-31	$109,912,934	1,174,409	-10.3%	Shares	Defined	2021-05-17
2020-12-31	$120,538,221	1,309,771	+29.6%	Shares	Defined	2021-02-16
2020-09-30	$97,941,284	1,010,746	-3.1%	Shares	Defined	2020-11-13
2020-06-30	$91,399,754	1,042,781	+21.5%	Shares	Defined	2020-08-14
2020-03-31	$75,623,820	858,094	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.