OARSMAN CAPITAL, INC.

Position in WEC — Wec Energy Group, Inc.

CIK 1569667 MILWAUKEE, WI

Position in WEC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$413,949

-$77,031 QoQ

Shares Held

3,545

-16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#810

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $2,135,559 across 5 Utilities - Regulated Electric names. WEC ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	7,981	$608,870
2	XEL	Xcel Energy Inc	7,395	$593,818
3	WEC	Wec Energy Group, Inc. This page	3,545	$413,949
4	MGEE	Mge Energy Inc	3,405	$277,643
5	NEE	Nextera Energy Inc	2,749	$241,279

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,949	3,545	-16.4%	Shares	Sole	2026-08-07
2026-03-31	$490,980	4,241	-4.7%	Shares	Sole	2026-04-28
2025-12-31	$469,402	4,451	-7.4%	Shares	Sole	2026-02-13
2025-09-30	$550,834	4,807	0.0%	Shares	Sole	2025-11-21
2025-06-30	$500,889	4,807	0.0%	Shares	Sole	2025-08-01
2025-03-31	$523,866	4,807	-3.3%	Shares	Sole	2025-05-14
2024-12-31	$467,566	4,972	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$479,168	4,982	-4.1%	Shares	Sole	2024-11-08
2024-06-30	$407,521	5,194	-5.5%	Shares	Sole	2024-08-12
2024-03-31	$451,167	5,494	-8.1%	Shares	Sole	2024-05-15
2023-12-31	$502,999	5,976	+2.7%	Shares	Sole	2024-02-16
2023-09-30	$468,639	5,818	-1.2%	Shares	Sole	2023-10-27
2023-06-30	$519,645	5,889	-6.7%	Shares	Sole	2023-08-10
2023-03-31	$598,598	6,315	-13.8%	Shares	Sole	2023-05-11
2022-12-31	$686,510	7,322	-6.8%	Shares	Sole	2023-02-09
2022-09-30	$702,562	7,856	+3.4%	Shares	Sole	2022-11-10
2022-06-30	$764,964	7,601	-30.0%	Shares	Sole	2022-08-10
2022-03-31	$1,084,335	10,864	-3.2%	Shares	Sole	2022-05-11
2021-12-31	$1,089,901	11,228	-23.7%	Shares	Sole	2022-02-10
2021-09-30	$1,297,951	14,716	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$1,383,973	15,559	-3.7%	Shares	Sole	2021-08-12
2021-03-31	$1,512,788	16,164	-13.8%	Shares	Sole	2021-05-12
2020-12-31	$1,726,390	18,759	-13.4%	Shares	Sole	2021-02-11
2020-09-30	$2,099,823	21,670	-8.0%	Shares	Sole	2020-11-12
2020-06-30	$2,065,559	23,566	+10.6%	Shares	Sole	2020-08-13
2020-03-31	$1,877,962	21,309	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.