Position in WEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,141,534
+$441,653 QoQ
Shares Held
27,136
+6.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 5%
None 25%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. WEC ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,141,534 | 27,136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,699,881 | 25,601 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,669,259 | 23,294 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $2,226,858 | 21,371 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $2,382,084 | 21,858 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $2,143,077 | 22,789 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,115,479 | 21,995 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,593,444 | 20,309 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,898,285 | 23,116 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,696,698 | 20,158 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,618,974 | 20,099 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,841,833 | 20,873 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,918,833 | 20,243 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,906,140 | 20,330 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,751,307 | 19,583 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,354,513 | 13,459 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,264,393 | 12,668 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,246,087 | 12,837 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,157,448 | 13,123 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,167,735 | 13,128 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,228,555 | 13,127 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,174,026 | 12,757 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,284,603 | 13,257 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,137,521 | 12,978 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,141,195 | 12,949 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||