D L CARLSON INVESTMENT GROUP INC

Position in WEC — Wec Energy Group, Inc.

CIK 1021117 CONCORD, NH

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$307,688

-$13,689 QoQ

Shares Held

2,635

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#928

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Utilities · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $7,953,594 across 5 Utilities - Regulated Electric names. WEC ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	46,430	$4,443,815
2	CNP	Centerpoint Energy Inc	55,063	$2,424,974
3	NEE	Nextera Energy Inc	5,146	$451,664
4	LNT	Alliant Energy Corp	4,266	$325,453
5	WEC	Wec Energy Group, Inc. This page	2,635	$307,688

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,688	2,635	-5.1%	Shares	Sole	2026-08-11
2026-03-31	$321,377	2,776	0.0%	Shares	Sole	2026-05-13
2025-12-31	$292,756	2,776	-3.6%	Shares	Sole	2026-02-17
2025-09-30	$330,019	2,880	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$302,180	2,900	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$328,029	3,010	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$283,624	3,016	0.0%	Shares	Sole	2025-02-12
2024-09-30	$290,078	3,016	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$235,693	3,004	0.0%	Shares	Sole	2024-08-14
2024-03-31	$246,688	3,004	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$253,351	3,010	-3.5%	Shares	Sole	2024-02-16
2023-09-30	$251,316	3,120	-4.1%	Shares	Sole	2023-11-02
2023-06-30	$287,221	3,255	0.0%	Shares	Sole	2023-08-09
2023-03-31	$308,541	3,255	0.0%	Shares	Sole	2023-05-17
2022-12-31	$305,188	3,255	0.0%	Shares	Sole	2023-02-13
2022-09-30	$291,094	3,255	0.0%	Shares	Sole	2022-11-18
2022-06-30	$327,583	3,255	0.0%	Shares	Sole	2022-08-10
2022-03-31	$324,881	3,255	0.0%	Shares	Sole	2022-05-12
2021-12-31	$315,962	3,255	0.0%	Shares	Sole	2022-02-14
2021-09-30	$287,091	3,255	0.0%	Shares	Sole	2021-11-05
2021-06-30	$289,532	3,255	-3.0%	Shares	Sole	2021-08-12
2021-03-31	$313,994	3,355	0.0%	Shares	Sole	2021-05-11
2020-12-31	$308,760	3,355	0.0%	Shares	Sole	2021-02-09
2020-09-30	$325,099	3,355	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$294,241	3,357	0.0%	Shares	Sole	2020-08-13
2020-03-31	$295,852	3,357	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.