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Oak Thistle LLC’s WEC Energy WEC Stock Holding History

Oak Thistle LLC’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 		– Sell
-25,931
Closed -$3M – 647
2026
Q1 		$3M Sell
25,931
-24,923
-49% -$2.8M 0.29% 119
2025
Q4 		$5.36M Buy
+50,854
New +$5.63M 0.75% 3
2024
Q3 		– Sell
-6,811
Closed -$534K – 540
2024
Q2 		$534K Buy
+6,811
New +$553K 0.4% 94
2023
Q4 		– Sell
-19,469
Closed -$1.57M – 659
2023
Q3 		$1.57M Buy
+19,469
New +$1.69M 0.46% 32
2023
Q2 		– Sell
-3,827
Closed -$363K – 554
2023
Q1 		$363K Buy
3,827
+561
+17% +$51.9K 0.21% 213
2022
Q4 		$306K Buy
3,266
+252
+8% +$23.3K 0.66% 60
2022
Q3 		$270K Sell
3,014
-1,348
-31% -$138K 0.97% 37
2022
Q2 		$439K Buy
+4,362
New +$442K 0.85% 15

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

Oak Thistle LLC's WEC Position: Q2 2026 in Review

Oak Thistle LLC sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 25,931 shares — an estimated $3M sold.

Oak Thistle LLC first reported a position in WEC in Q2 2022 and held it in 8 quarters. The position peaked at $5.36M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Oak Thistle LLC reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 25,931 WEC Energy shares in Q2 2026, an estimated $3M.
  • Oak Thistle LLC first reported a position in WEC Energy in Q2 2022 and held it in 8 quarters.
  • Oak Thistle LLC's WEC Energy position peaked at $5.36M in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.