DONALDSON CAPITAL MANAGEMENT, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1487438
EVANSVILLE, IN
Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$52,305,253
+$1,128,778 QoQ
Shares Held
447,934
+1.3% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#82
of 1,390 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. WEC ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
|
7,752 | $1,060,551 |
All Filings in WEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,305,253 | 447,934 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $51,176,475 | 442,053 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,131,789 | 437,434 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $51,279,483 | 447,504 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $46,667,116 | 447,861 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $46,800,698 | 429,443 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $36,421,033 | 387,293 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $397,955 | 4,728 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $382,370 | 4,747 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,321,923 | 14,981 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,372,369 | 14,478 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,501,472 | 16,014 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,586,488 | 17,740 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,798,134 | 17,867 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,931,822 | 19,355 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,003,816 | 20,643 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,065,026 | 23,413 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,637,011 | 29,646 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,404,804 | 36,380 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,285,372 | 68,297 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $34,239,324 | 353,347 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $37,787,755 | 431,121 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $36,130,127 | 409,964 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||