Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,403,531
+$134,607 QoQ
Shares Held
46,275
+1.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#271
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. WEC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,403,531 | 46,275 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,268,924 | 45,512 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,372,582 | 41,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,733,139 | 41,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,376,191 | 41,998 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,691,589 | 43,050 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,162,774 | 44,266 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,241,345 | 44,098 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,520,735 | 44,873 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,723,238 | 45,339 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,786,976 | 44,992 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,348,946 | 41,576 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,754,788 | 42,552 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,686,098 | 38,887 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,651,108 | 38,941 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,704,458 | 41,423 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,055,993 | 40,302 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,082,728 | 40,905 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,988,218 | 41,086 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,861,484 | 43,781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,969,304 | 44,624 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,274,068 | 45,668 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,662,147 | 50,659 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,860,310 | 50,158 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,579,800 | 52,251 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,877,995 | 55,350 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||