DONALDSON CAPITAL MANAGEMENT, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1487438 EVANSVILLE, IN

Position in WEC

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$51,176,475

+$5,044,686 QoQ

Shares Held

442,053

+1.1% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0.23481347259265295.ToString("F0")% Shared 0.ToString("F0")% None 99.76518652740735.ToString("F0")%

Utilities · as of Mar 31, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $105,302,524 across 7 Utilities - Regulated Electric names. WEC ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	442,053	$51,176,475
2	XEL	Xcel Energy Inc	483,726	$38,427,193
3	NEE	Nextera Energy Inc	90,908	$8,443,535
4	DUK	Duke Energy CORP	19,315	$2,529,106
5	SO	Southern Co	25,834	$2,493,497
6	D	Dominion Energy, Inc	24,921	$1,540,616
7	AEP	American Electric Power Co Inc	5,280	$692,102

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$51,176,475	442,053	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$46,131,789	437,434	-2.3%	Shares	Sole	2026-01-14
2025-09-30	$51,279,483	447,504	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$46,667,116	447,861	+4.3%	Shares	Sole	2025-08-07
2025-03-31	$46,800,698	429,443	+10.9%	Shares	Sole	2025-04-15
2024-12-31	$36,421,033	387,293	+8091.5%	Shares	Sole	2025-02-07
2023-12-31	$397,955	4,728	-0.4%	Shares	Sole	2024-01-30
2023-09-30	$382,370	4,747	-68.3%	Shares	Sole	2023-10-11
2023-06-30	$1,321,923	14,981	+3.5%	Shares	Sole	2023-07-17
2023-03-31	$1,372,369	14,478	-9.6%	Shares	Sole	2023-04-13
2022-12-31	$1,501,472	16,014	-9.7%	Shares	Sole	2023-02-08
2022-09-30	$1,586,488	17,740	-0.7%	Shares	Sole	2022-10-13
2022-06-30	$1,798,134	17,867	-7.7%	Shares	Sole	2022-08-11
2022-03-31	$1,931,822	19,355	-6.2%	Shares	Sole	2022-05-13
2021-12-31	$2,003,816	20,643	-11.8%	Shares	Sole	2022-01-21
2021-09-30	$2,065,026	23,413	-21.0%	Shares	Sole	2021-11-04
2021-06-30	$2,637,011	29,646	-18.5%	Shares	Sole	2021-07-28
2021-03-31	$3,404,804	36,380	-46.7%	Shares	Sole	2021-05-05
2020-12-31	$6,285,372	68,297	-80.7%	Shares	Sole	2021-01-11
2020-09-30	$34,239,324	353,347	-18.0%	Shares	Sole	2020-11-05
2020-06-30	$37,787,755	431,121	+5.2%	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.