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Thomas Story & Son’s WEC Energy WEC Stock Holding History

Thomas Story & Son’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 		$10.7M Buy
91,915
+285
+0.3% +$32.5K 3.79% 10
2026
Q1 		$10.6M Sell
91,630
-388
-0.4% -$43.6K 4.07% 12
2025
Q4 		$9.7M Sell
92,018
-626
-0.7% -$69.3K 3.61% 11
2025
Q3 		$10.6M Sell
92,644
-146
-0.2% -$15.8K 3.9% 10
2025
Q2 		$9.67M Buy
92,790
+5,855
+7% +$623K 3.72% 12
2025
Q1 		$9.47M Buy
86,935
+3,261
+4% +$333K 3.69% 12
2024
Q4 		$7.87M Sell
83,674
-1,055
-1% -$102K 3.3% 12
2024
Q3 		$8.15M Buy
84,729
+115
+0.1% +$10.2K 3.32% 13
2024
Q2 		$6.64M Buy
84,614
+400
+0.5% +$32.5K 2.87% 15
2024
Q1 		$6.92M Buy
84,214
+61,430
+270% +$4.94M 2.92% 13
2023
Q4 		$1.92M Buy
22,784
+50
+0.2% +$4.12K 0.9% 28
2023
Q3 		$1.83M Sell
22,734
-45
-0.2% -$3.91K 0.89% 30
2023
Q2 		$2.01M Buy
22,779
+1,025
+5% +$94.7K 0.92% 30
2023
Q1 		$2.06M Buy
21,754
+125
+0.6% +$11.6K 1% 29
2022
Q4 		$2.03M Sell
21,629
-1,150
-5% -$106K 1.03% 27
2022
Q3 		$2.04M Sell
22,779
-600
-3% -$61.3K 1.07% 29
2022
Q2 		$2.35M Buy
23,379
+57
+0.2% +$5.78K 1.12% 29
2022
Q1 		$2.33M Buy
23,322
+1,225
+6% +$116K 0.92% 31
2021
Q4 		$2.15M Sell
22,097
-1,850
-8% -$169K 0.84% 31
2021
Q3 		$2.11M Buy
23,947
+747
+3% +$70.1K 0.86% 31
2021
Q2 		$2.06M Sell
23,200
-775
-3% -$73K 0.77% 34
2021
Q1 		$2.24M Buy
23,975
+460
+2% +$40.1K 0.85% 32
2020
Q4 		$2.16M Hold
23,515
– – 0.88% 31
2020
Q3 		$2.28M Buy
23,515
+40
+0.2% +$3.73K 1.02% 28
2020
Q2 		$2.06M Buy
23,475
+725
+3% +$65.4K 0.98% 28
2020
Q1 		$2M Sell
22,750
-5,425
-19% -$522K 1.15% 25
2019
Q4 		$2.6M Hold
28,175
– – 1.28% 23
2019
Q3 		$2.68M Hold
28,175
– – 1.39% 24
2019
Q2 		$2.35M Hold
28,175
– – 1.21% 27
2019
Q1 		$2.23M Hold
28,175
– – 1.17% 28
2018
Q4 		$1.95M Hold
28,175
– – 1.19% 28
2018
Q3 		$1.88M Hold
28,175
– – 1% 28
2018
Q2 		$1.82M Buy
28,175
+400
+1% +$24.9K 1.06% 28
2018
Q1 		$1.74M Sell
27,775
-300
-1% -$18.6K 1.02% 28
2017
Q4 		$1.86M Sell
28,075
-4,025
-13% -$270K 1.07% 28
2017
Q3 		$2.02M Sell
32,100
-325
-1% -$20.7K 1.09% 29
2017
Q2 		$1.99M Hold
32,425
– – 1.18% 25
2017
Q1 		$1.97M Buy
+32,425
New +$1.91M 1.12% 26

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Thomas Story & Son's WEC Position: Q2 2026 in Review

Thomas Story & Son increased its WEC Energy (WEC) stake by 0.31% in Q2 2026, buying an estimated $32.5K and bringing the position to 91,915 shares worth $10.7M. The position accounts for 3.79% of the portfolio, ranked #10.

Thomas Story & Son first reported a position in WEC in Q1 2017 and has held it in 38 quarters since. 346 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Thomas Story & Son held 91,915 shares of WEC Energy worth $10.7M as of Q2 2026.
  • Thomas Story & Son bought 285 WEC Energy shares in Q2 2026, an estimated $32.5K.
  • WEC Energy made up 3.79% of Thomas Story & Son's portfolio in Q2 2026, its #10 holding.
  • Thomas Story & Son first reported a position in WEC Energy in Q1 2017 and has held it in 38 quarters since.
  • 346 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.