Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$29,413,077
+$2,400,349 QoQ
Shares Held
251,889
+8.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#112
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $965,270,156 across 31 Utilities - Regulated Electric names. WEC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,471,103 | $283,830,889 | |
| 2 | EVRG |
Evergy, Inc.
|
2,051,400 | $177,302,500 | |
| 3 | NEE |
Nextera Energy Inc
|
1,079,300 | $94,730,160 | |
| 4 | SO |
Southern Co
|
971,161 | $92,949,818 | |
| 5 | DUK |
Duke Energy CORP
|
723,390 | $91,566,705 | |
| 6 | AEP |
American Electric Power Co Inc
|
248,363 | $33,978,540 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
251,889 | $29,413,077 | |
| 8 | CMS |
Cms Energy Corp
|
322,139 | $24,643,633 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,413,077 | 251,889 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $27,012,728 | 233,331 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $19,764,046 | 187,408 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $20,338,004 | 177,485 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $18,188,213 | 174,551 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $17,948,569 | 164,696 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $13,992,681 | 148,795 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $14,759,300 | 153,455 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,864,828 | 100,240 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $7,453,209 | 90,760 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,707,721 | 103,454 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $7,791,036 | 96,723 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,667,989 | 98,232 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $8,999,172 | 94,938 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $14,889,742 | 158,807 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $18,637,925 | 208,408 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $19,837,249 | 197,111 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $8,431,348 | 84,474 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $9,088,080 | 93,624 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,260,482 | 116,332 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $10,974,916 | 123,383 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,441,282 | 122,249 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,580,225 | 125,831 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $12,395,735 | 127,923 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $11,323,589 | 129,191 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $9,449,471 | 107,222 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||