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Providence Wealth Advisors’s WEC Energy WEC Stock Holding History

Providence Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Buy
2,548
+1
+0% +$112 0.19% 63
2025
Q4 		$266K Buy
2,547
+9
+0.4% +$996 0.17% 69
2025
Q3 		$292K Sell
2,538
-248
-9% -$26.9K 0.18% 66
2025
Q2 		$309K Buy
2,786
+112
+4% +$11.9K 0.21% 63
2025
Q1 		$291K Buy
2,674
+9
+0.3% +$919 0.22% 67
2024
Q4 		$247K Buy
2,665
+8
+0.3% +$776 0.19% 67
2024
Q3 		$263K Sell
2,657
-115
-4% -$10.2K 0.19% 70
2024
Q2 		$216K Buy
2,772
+10
+0.4% +$812 0.17% 72
2024
Q1 		$227K Sell
2,762
-11,819
-81% -$950K 0.19% 71
2023
Q4 		$698K Buy
14,581
+11,761
+417% +$969K 0.63% 50
2023
Q3 		$216K Buy
2,820
+9
+0.3% +$782 0.24% 64
2023
Q2 		$254K Sell
2,811
-80
-3% -$7.39K 0.28% 63
2023
Q1 		$279K Buy
2,891
+10
+0.3% +$926 0.21% 81
2022
Q4 		$266K Buy
2,881
+8
+0.3% +$739 0.2% 83
2022
Q3 		$262K Buy
2,873
+7
+0.2% +$715 0.2% 83
2022
Q2 		$288K Buy
2,866
+8
+0.3% +$811 0.21% 86
2022
Q1 		$289K Buy
2,858
+8
+0.3% +$755 0.19% 85
2021
Q4 		$276K Buy
2,850
+8
+0.3% +$731 0.17% 89
2021
Q3 		$251K Buy
2,842
+8
+0.3% +$750 0.17% 87
2021
Q2 		$255K Buy
2,834
+7
+0.2% +$659 0.17% 87
2021
Q1 		$265K Buy
2,827
+608
+27% +$53K 0.19% 86
2020
Q4 		$201K Sell
2,219
-23
-1% -$2.24K 0.17% 90
2020
Q3 		$217K Sell
2,242
-553
-20% -$51.5K 0.21% 79
2020
Q2 		$245K Buy
2,795
+3
+0.1% +$271 0.25% 81
2020
Q1 		$234K Buy
2,792
+83
+3% +$7.98K 0.28% 74
2019
Q4 		$249K Buy
+2,709
New +$247K 0.23% 77

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Providence Wealth Advisors's WEC Position: Q1 2026 in Review

Providence Wealth Advisors increased its WEC Energy (WEC) stake by 0.04% in Q1 2026, buying an estimated $112 and bringing the position to 2,548 shares worth $297K. The position accounts for 0.19% of the portfolio, ranked #63.

Providence Wealth Advisors first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. The position peaked at $698K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Providence Wealth Advisors held 2,548 shares of WEC Energy worth $297K as of Q1 2026.
  • Providence Wealth Advisors bought 1 WEC Energy share in Q1 2026, an estimated $112.
  • WEC Energy made up 0.19% of Providence Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Providence Wealth Advisors first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • Providence Wealth Advisors's WEC Energy position peaked at $698K in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.