Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$549,080,084
+$120,218,987 QoQ
Shares Held
4,742,853
+16.6% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.07183967118526.ToString("F0")%
Shared 0.ToString("F0")%
None 24.928160328814744.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. WEC ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,751,882 | $6,014,154,788 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,486,169 | $1,898,847,026 | |
| 3 | DUK |
Duke Energy CORP
|
12,679,831 | $1,660,297,063 | |
| 4 | SO |
Southern Co
|
12,915,066 | $1,246,562,165 | |
| 5 | ETR |
Entergy Corp /De/
|
9,591,393 | $1,077,688,909 | |
| 6 | EXC |
Exelon Corp
|
15,940,072 | $781,382,318 | |
| 7 | D |
Dominion Energy, Inc
|
11,288,689 | $697,866,746 | |
| 8 | PPL |
PPL Corp
|
16,964,450 | $648,041,986 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $549,080,084 | 4,742,853 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $428,861,097 | 4,066,576 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $470,227,392 | 4,103,564 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $443,469,045 | 4,255,941 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $408,652,761 | 3,749,796 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $330,507,431 | 3,514,541 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $338,172,239 | 3,516,035 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $284,485,595 | 3,625,868 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $292,074,718 | 3,556,682 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $337,131,903 | 4,005,369 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $270,179,272 | 3,354,181 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $292,020,038 | 3,309,384 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $303,436,907 | 3,201,149 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $303,446,357 | 3,236,416 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $264,630,430 | 2,959,079 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $288,990,372 | 2,871,526 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $125,498,096 | 1,257,370 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $120,320,882 | 1,239,527 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $111,330,621 | 1,262,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $111,721,818 | 1,256,007 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $109,912,934 | 1,174,409 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $120,538,221 | 1,309,771 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $97,941,284 | 1,010,746 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $91,399,754 | 1,042,781 | 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. | ||||||