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TBH Global Asset Management’s WEC Energy WEC Stock Holding History

TBH Global Asset Management’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 		$685K Buy
5,867
+33
+0.6% +$3.77K 0.13% 144
2026
Q1 		$675K Buy
5,834
+13
+0.2% +$1.46K 0.14% 144
2025
Q4 		$614K Sell
5,821
-94
-2% -$10.4K 0.1% 143
2025
Q3 		$678K Sell
5,915
-1
-0% -$108 0.13% 137
2025
Q2 		$616K Sell
5,916
-39
-0.7% -$4.15K 0.13% 115
2025
Q1 		$649K Sell
5,955
-491
-8% -$50.1K 0.12% 99
2024
Q4 		$556K Buy
6,446
+32
+0.5% +$3.1K 0.13% 136
2024
Q3 		$617K Sell
6,414
-5
-0.1% -$443 0.13% 135
2024
Q2 		$504K Sell
6,419
-535
-8% -$43.5K 0.11% 142
2024
Q1 		$571K Buy
6,954
+110
+2% +$8.85K 0.11% 138
2023
Q4 		$576K Buy
6,844
+40
+0.6% +$3.29K 0.12% 129
2023
Q3 		$548K Buy
+6,804
New +$591K 0.11% 145

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TBH Global Asset Management's WEC Position: Q2 2026 in Review

TBH Global Asset Management increased its WEC Energy (WEC) stake by 0.57% in Q2 2026, buying an estimated $3.77K and bringing the position to 5,867 shares worth $685K. The position accounts for 0.13% of the portfolio, ranked #144.

TBH Global Asset Management first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • TBH Global Asset Management held 5,867 shares of WEC Energy worth $685K as of Q2 2026.
  • TBH Global Asset Management bought 33 WEC Energy shares in Q2 2026, an estimated $3.77K.
  • WEC Energy made up 0.13% of TBH Global Asset Management's portfolio in Q2 2026, its #144 holding.
  • TBH Global Asset Management first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.