Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$66,973,751
+$8,029,629 QoQ
Shares Held
578,507
+3.5% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.76944272065853.ToString("F0")%
Shared 0.ToString("F0")%
None 3.2305572793414776.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Sep 30, 2024CallValue
$2,885,400
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $4,730,157,305 across 36 Utilities - Regulated Electric names. WEC ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
24,783,969 | $1,382,697,628 | |
| 2 | EMA |
Emera Inc
|
17,854,804 | $926,128,681 | |
| 3 | NEE |
Nextera Energy Inc
|
4,670,849 | $433,828,451 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,989,701 | $260,810,002 | |
| 5 | D |
Dominion Energy, Inc
|
3,357,665 | $207,570,845 | |
| 6 | DUK |
Duke Energy CORP
|
1,497,734 | $196,113,287 | |
| 7 | SO |
Southern Co
|
1,721,982 | $166,205,699 | |
| 8 | PCG |
PG&E Corp
|
8,498,767 | $149,323,332 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,973,751 | 578,507 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $58,944,122 | 558,924 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $62,634,088 | 546,593 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,763,356 | 535,157 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $65,535,009 | 601,349 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $61,809,386 | 657,267 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $80,273,074 | 834,613 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $2,885,400 | 30,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $45,611,542 | 581,335 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $45,020,892 | 548,233 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $54,055,486 | 642,218 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $51,431,092 | 638,499 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $49,926,895 | 565,808 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $53,273,494 | 562,016 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $79,297,986 | 845,755 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $46,400,486 | 518,847 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $51,698,663 | 513,699 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $56,501,740 | 566,093 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $53,935,874 | 555,639 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $52,784,257 | 598,461 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,985,482 | 629,404 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,667,705 | 487,955 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $50,434,093 | 548,018 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $43,398,988 | 447,874 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,959,018 | 467,302 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $45,591,938 | 517,326 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||