Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$297,646
+$2,665 QoQ
Shares Held
2,549
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#944
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Providence Wealth Advisors, LLC holds $4,033,224 across 4 Utilities - Regulated Electric names. WEC ranks #3 (7.4% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,646 | 2,549 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $294,981 | 2,548 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $268,606 | 2,547 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $290,829 | 2,538 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $290,301 | 2,786 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $291,412 | 2,674 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $250,616 | 2,665 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $255,550 | 2,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,491 | 2,772 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $226,815 | 2,762 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,227,282 | 14,581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,151 | 2,820 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $248,042 | 2,811 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $274,037 | 2,891 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $270,122 | 2,881 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $256,932 | 2,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $288,434 | 2,866 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $285,256 | 2,858 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $276,649 | 2,850 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $250,664 | 2,842 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $252,084 | 2,834 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $264,578 | 2,827 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $204,214 | 2,219 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $217,249 | 2,242 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $244,981 | 2,795 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $246,058 | 2,792 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||