MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in WEC — Wec Energy Group, Inc.
CIK 912938
Boston, MA
Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$65,701,457
-$58,449 QoQ
Shares Held
562,657
-0.9% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 1,390 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. WEC ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
|
7,242,159 | $554,025,162 |
All Filings in WEC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,701,457 | 562,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $65,759,906 | 568,022 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $41,030,899 | 389,066 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $40,362,493 | 352,234 | Shares | Sole | 2025-10-29 | |
| 2022-03-31 | $9,358,485 | 93,763 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $12,321,968 | 126,939 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $11,079,066 | 125,613 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $10,831,708 | 121,773 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,607,657 | 198,821 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,164,605 | 197,377 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $19,378,352 | 199,983 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,669,019 | 133,132 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $35,882,213 | 407,151 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||