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ProVise Management Group’s WEC Energy WEC Stock Holding History

ProVise Management Group’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 		$641K Buy
5,541
+140
+3% +$15.7K 0.05% 158
2025
Q4 		$570K Buy
5,401
+273
+5% +$30.2K 0.04% 166
2025
Q3 		$588K Buy
5,128
+244
+5% +$26.4K 0.04% 160
2025
Q2 		$509K Buy
4,884
+351
+8% +$37.3K 0.04% 166
2025
Q1 		$494K Buy
4,533
+680
+18% +$69.4K 0.04% 164
2024
Q4 		$362K Buy
3,853
+1,001
+35% +$97.1K 0.03% 192
2024
Q3 		$274K Buy
+2,852
New +$253K 0.02% 252
2016
Q3 		– Sell
-3,075
Closed -$201K – 337
2016
Q2 		$201K Buy
+3,075
New +$185K 0.04% 283

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

ProVise Management Group's WEC Position: Q1 2026 in Review

ProVise Management Group increased its WEC Energy (WEC) stake by 2.6% in Q1 2026, buying an estimated $15.7K and bringing the position to 5,541 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #158.

ProVise Management Group first reported a position in WEC in Q2 2016 and has held it in 8 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • ProVise Management Group held 5,541 shares of WEC Energy worth $641K as of Q1 2026.
  • ProVise Management Group bought 140 WEC Energy shares in Q1 2026, an estimated $15.7K.
  • WEC Energy made up 0.05% of ProVise Management Group's portfolio in Q1 2026, its #158 holding.
  • ProVise Management Group first reported a position in WEC Energy in Q2 2016 and has held it in 8 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.