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Ashton Thomas Private Wealth’s WEC Energy WEC Stock Holding History

Ashton Thomas Private Wealth’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 		$5.22M Sell
44,675
-4,765
-10% -$544K 0.11% 195
2026
Q1 		$5.72M Buy
49,440
+1,435
+3% +$161K 0.14% 163
2025
Q4 		$5.06M Buy
48,005
+2,669
+6% +$296K 0.12% 174
2025
Q3 		$5.2M Buy
45,336
+3,087
+7% +$335K 0.13% 173
2025
Q2 		$4.4M Buy
42,249
+996
+2% +$106K 0.16% 150
2025
Q1 		$4.5M Buy
41,253
+1,088
+3% +$111K 0.17% 139
2024
Q4 		$3.78M Buy
40,165
+1,908
+5% +$185K 0.15% 169
2024
Q3 		$3.68M Buy
38,257
+1,095
+3% +$97K 0.19% 130
2024
Q2 		$2.92M Buy
37,162
+10,884
+41% +$884K 0.16% 145
2024
Q1 		$2.16M Buy
26,278
+2,185
+9% +$176K 0.12% 192
2023
Q4 		$2.03M Buy
24,093
+994
+4% +$81.9K 0.13% 190
2023
Q3 		$1.86M Buy
23,099
+2,361
+11% +$205K 0.14% 186
2023
Q2 		$1.83M Buy
20,738
+2,950
+17% +$273K 0.14% 176
2023
Q1 		$1.69M Buy
17,788
+203
+1% +$18.8K 0.15% 181
2022
Q4 		$1.65M Buy
17,585
+721
+4% +$66.6K 0.16% 167
2022
Q3 		$1.51M Sell
16,864
-21
-0.1% -$2.15K 0.17% 163
2022
Q2 		$1.7M Buy
16,885
+516
+3% +$52.3K 0.18% 143
2022
Q1 		$1.63M Buy
16,369
+3,602
+28% +$340K 0.14% 179
2021
Q4 		$1.24M Buy
+12,767
New +$1.17M 0.12% 201
2020
Q3 		– Sell
-4,924
Closed -$432K – 268
2020
Q2 		$432K Buy
4,924
+530
+12% +$47.8K 0.13% 170
2020
Q1 		$387K Buy
4,394
+220
+5% +$21.2K 0.16% 142
2019
Q4 		$385K Buy
4,174
+80
+2% +$7.29K 0.13% 162
2019
Q3 		$389K Buy
4,094
+791
+24% +$71.3K 0.16% 123
2019
Q2 		$275K Buy
3,303
+340
+11% +$27.3K 0.11% 151
2019
Q1 		$234K Buy
+2,963
New +$220K 0.1% 167

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ashton Thomas Private Wealth's WEC Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its WEC Energy (WEC) stake by 9.6% in Q2 2026, selling an estimated $544K and leaving 44,675 shares worth $5.22M. The position accounts for 0.11% of the portfolio, ranked #195.

Ashton Thomas Private Wealth first reported a position in WEC in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.72M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ashton Thomas Private Wealth held 44,675 shares of WEC Energy worth $5.22M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 4,765 WEC Energy shares in Q2 2026, an estimated $544K.
  • WEC Energy made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Ashton Thomas Private Wealth first reported a position in WEC Energy in Q1 2019 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's WEC Energy position peaked at $5.72M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.