Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,155,685
-$141,131,708 QoQ
Shares Held
3,572,456
-25.9% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#17
of 1,386 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. WEC ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
3,572,456 | $417,155,685 |
All Filings in WEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,155,685 | 3,572,456 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $558,287,393 | 4,822,384 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $952,274,268 | 9,029,720 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,159,524,862 | 10,118,901 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,101,609,380 | 10,572,067 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,104,827,903 | 10,137,896 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,038,930,688 | 11,047,753 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $453,794,454 | 4,718,179 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,131,130 | 27,162 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,334,835 | 28,432 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,639,234 | 31,356 | Shares | Defined | 2024-02-12 | |
| 2023-03-31 | $834,531 | 8,804 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $847,590 | 9,040 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $400,446 | 3,979 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,090,025 | 10,921 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $363,235 | 3,742 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $418,155 | 4,741 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,004,688 | 11,295 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $594,295 | 6,350 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $567,179 | 6,163 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $501,359 | 5,174 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $792,793 | 9,045 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,447,116 | 39,114 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||