Thrive Wealth Management’s WEC Energy WEC Stock Holding History

Thrive Wealth 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 Q3	$423K	Sell	4,201 -125	-3%	-$13.6K	0.05%	151
2026 Q2	$505K	Sell	4,326 -9	-0.2%	-$1.03K	0.06%	136
2026 Q1	$502K	Sell	4,335 -1,013	-19%	-$114K	0.07%	123
2025 Q4	$564K	Buy	5,348 +76	+1%	+$8.42K	0.08%	117
2025 Q3	$604K	Sell	5,272 -32	-0.6%	-$3.47K	0.09%	117
2025 Q2	$553K	Buy	5,304 +18	+0.3%	+$1.92K	0.09%	114
2025 Q1	$576K	Sell	5,286 -122	-2%	-$12.5K	0.11%	100
2024 Q4	$509K	Sell	5,408 -144	-3%	-$14K	0.09%	118
2024 Q3	$534K	Buy	5,552 +165	+3%	+$14.6K	0.1%	108
2024 Q2	$423K	Buy	5,387 +2,189	+68%	+$178K	0.08%	132
2024 Q1	$263K	Buy	+3,198	New	+$257K	0.05%	175

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Thrive Wealth Management's WEC Position: Q3 2026 in Review

Thrive Wealth Management reduced its WEC Energy (WEC) stake by 2.9% in Q3 2026, selling an estimated $13.6K and leaving 4,201 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #151.

Thrive Wealth Management first reported a position in WEC in Q1 2024 and has held it in 11 quarters since. The position peaked at $604K in Q3 2025. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Thrive Wealth Management held 4,201 shares of WEC Energy worth $423K as of Q3 2026.
Thrive Wealth Management sold 125 WEC Energy shares in Q3 2026, an estimated $13.6K.
WEC Energy made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #151 holding.
Thrive Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 11 quarters since.
Thrive Wealth Management's WEC Energy position peaked at $604K in Q3 2025.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.