Position in WEC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,610,528
+$3,610,528 QoQ
Shares Held
30,920
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#333
of 1,383 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Mar 31, 2026CallValue
$3,380,484
CallShares
29,200
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 Jun 30, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. WEC ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,610,528 | 30,920 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,380,484 | 29,200 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $2,771,383 | 26,279 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $6,169,410 | 58,500 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $1,568,737 | 13,690 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $2,113,231 | 19,391 | Shares | Defined | 2025-05-08 | |
| 2024-06-30 | $5,293,617 | 67,469 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $7,348,630 | 87,307 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $487,614 | 5,526 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $238,491 | 2,516 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||