Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$902,632
+$261,151 QoQ
Shares Held
7,730
+39.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#599
of 1,386 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ProVise Management Group, LLC holds $22,554,154 across 7 Utilities - Regulated Electric names. WEC ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
58,990 | $6,775,591 | |
| 2 | DUK |
Duke Energy CORP
|
53,181 | $6,731,650 | |
| 3 | EIX |
Edison International
|
60,478 | $4,502,587 | |
| 4 | ES |
Eversource Energy
|
38,633 | $2,792,006 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
7,730 | $902,632 | |
| 6 | SO |
Southern Co
|
6,443 | $616,659 | |
| 7 | NEE |
Nextera Energy Inc
|
2,655 | $233,029 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,632 | 7,730 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $641,481 | 5,541 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $569,589 | 5,401 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $587,617 | 5,128 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $508,912 | 4,884 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $494,006 | 4,533 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $362,336 | 3,853 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $274,305 | 2,852 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||