Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,643,738
+$5,753,455 QoQ
Shares Held
108,279
+81.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#178
of 1,386 holders
Holding Since
Sep 2024
8 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, 2026HEARTLAND ADVISORS INC holds $57,315,748 across 6 Utilities - Regulated Electric names. WEC ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
437,106 | $20,377,881 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
108,279 | $12,643,738 | |
| 3 | FE |
Firstenergy Corp
|
217,875 | $10,357,777 | |
| 4 | XEL |
Xcel Energy Inc
|
122,828 | $9,863,088 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
53,687 | $3,845,062 | |
| 6 | NEE |
Nextera Energy Inc
|
2,600 | $228,202 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,643,738 | 108,279 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $6,890,283 | 59,517 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $6,919,546 | 65,613 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,545,063 | 65,844 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,511,979 | 62,495 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,083,482 | 74,174 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $11,096,814 | 118,001 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,455,518 | 119,105 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||