Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,239,396
-$61,395 QoQ
Shares Held
10,614
-5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#531
of 1,383 holders
Holding Since
Mar 2020
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, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. WEC ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
|
12,913 | $602,004 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,396 | 10,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,300,791 | 11,236 | Shares | Sole | 2026-05-12 | |
| 2021-06-30 | $908,001 | 10,208 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,121,208 | 11,980 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,149,454 | 12,490 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,320,553 | 13,628 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,283,371 | 14,642 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,383,288 | 15,696 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||