Position in WEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$34,226,590
+$5,931,145 QoQ
Shares Held
295,643
+10.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 20261832 Asset Management L.P. holds $1,272,966,860 across 18 Utilities - Regulated Electric names. WEC ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
7,561,136 | $421,835,777 | |
| 2 | ETR |
Entergy Corp /De/
|
2,381,087 | $267,538,935 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,183,459 | $155,127,805 | |
| 4 | NEE |
Nextera Energy Inc
|
1,353,916 | $125,751,718 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,240,639 | $100,429,727 | |
| 6 | SO |
Southern Co
|
565,262 | $54,559,088 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
295,643 | $34,226,590 | |
| 8 | CMS |
Cms Energy Corp
|
405,712 | $31,475,136 |
All Filings in WEC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,226,590 | 295,643 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,295,445 | 268,305 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,879,929 | 190,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,236,793 | 203,808 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,263,853 | 240,997 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,179,706 | 140,150 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $16,670 | 203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,124,199 | 488,585 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,772,442 | 915,859 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $68,782,815 | 779,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,740,148 | 682,985 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,778,960 | 733,564 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $148,933,949 | 1,665,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $73,880,729 | 734,109 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $74,286,886 | 744,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $58,538,160 | 603,051 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $53,061,296 | 601,602 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||