Prudent Man Investment Management, Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 2054263
LOUISVILLE, CO
Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,031
+$300 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,193
of 1,383 holders
Holding Since
Dec 2024
7 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, 2026Prudent Man Investment Management, Inc. holds $269,002 across 9 Utilities - Regulated Electric names. WEC ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
1,178 | $94,593 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,134 | $92,035 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
300 | $35,031 | |
| 4 | FE |
Firstenergy Corp
|
300 | $14,262 | |
| 5 | AEP |
American Electric Power Co Inc
|
100 | $13,681 | |
| 6 | ETR |
Entergy Corp /De/
|
60 | $6,891 | |
| 7 | EXC |
Exelon Corp
|
100 | $4,662 | |
| 8 | NEE |
Nextera Energy Inc
|
48 | $4,212 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,031 | 300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $34,731 | 300 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,638 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,377 | 300 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,260 | 300 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $32,694 | 300 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $28,212 | 300 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||