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 Q2	$903K	Buy	7,730 +2,189	+40%	+$250K	0.06%	142
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProVise Management Group's WEC Position: Q2 2026 in Review

ProVise Management Group increased its WEC Energy (WEC) stake by 40% in Q2 2026, buying an estimated $250K and bringing the position to 7,730 shares worth $903K. The position accounts for 0.06% of the portfolio, ranked #142.

ProVise Management Group first reported a position in WEC in Q2 2016 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

ProVise Management Group held 7,730 shares of WEC Energy worth $903K as of Q2 2026.
ProVise Management Group bought 2,189 WEC Energy shares in Q2 2026, an estimated $250K.
WEC Energy made up 0.06% of ProVise Management Group's portfolio in Q2 2026, its #142 holding.
ProVise Management Group first reported a position in WEC Energy in Q2 2016 and has held it in 9 quarters since.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.