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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Thistle LLC's WEC Position: Q1 2026 in Review

Oak Thistle LLC reduced its WEC Energy (WEC) stake by 49% in Q1 2026, selling an estimated $2.8M and leaving 25,931 shares worth $3M. The position accounts for 0.29% of the portfolio, ranked #119.

Oak Thistle LLC first reported a position in WEC in Q2 2022 and has held it in 8 quarters since. The position peaked at $5.36M in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Oak Thistle LLC held 25,931 shares of WEC Energy worth $3M as of Q1 2026.
Oak Thistle LLC sold 24,923 WEC Energy shares in Q1 2026, an estimated $2.8M.
WEC Energy made up 0.29% of Oak Thistle LLC's portfolio in Q1 2026, its #119 holding.
Oak Thistle LLC first reported a position in WEC Energy in Q2 2022 and has held it in 8 quarters since.
Oak Thistle LLC's WEC Energy position peaked at $5.36M in Q4 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.