Position in WEC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$57,609,235
+$6,262,027 QoQ
Shares Held
497,618
+2.2% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.14505102307392.ToString("F0")%
Shared 0.ToString("F0")%
None 9.854948976926076.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $603,917,497 across 20 Utilities - Regulated Electric names. WEC ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
704,598 | $79,168,631 | |
| 2 | NEE |
Nextera Energy Inc
|
700,804 | $65,090,675 | |
| 3 | AEP |
American Electric Power Co Inc
|
481,323 | $63,091,818 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
497,618 | $57,609,235 | |
| 5 | XEL |
Xcel Energy Inc
|
721,070 | $57,281,800 | |
| 6 | SO |
Southern Co
|
581,376 | $56,114,411 | |
| 7 | LNT |
Alliant Energy Corp
|
780,015 | $55,973,876 | |
| 8 | DUK |
Duke Energy CORP
|
424,799 | $55,623,181 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,609,235 | 497,618 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $51,347,208 | 486,888 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,154,485 | 490,047 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,474,174 | 493,994 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $53,605,736 | 491,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,993,835 | 489,088 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $46,631,815 | 484,839 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $37,469,985 | 477,568 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $37,511,019 | 456,783 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,059,101 | 428,408 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $33,373,798 | 414,324 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,350,943 | 219,299 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $261,904 | 2,763 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $259,058 | 2,763 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $268,558 | 3,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $300,712 | 2,988 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $411,816 | 4,126 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $400,510 | 4,126 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $363,913 | 4,126 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $367,007 | 4,126 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $384,280 | 4,106 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $533,589 | 5,798 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $503,880 | 5,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $455,780 | 5,200 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $458,276 | 5,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||