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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
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% +$8.41K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Thrive Wealth Management's WEC Position: Q2 2026 in Review

Thrive Wealth Management reduced its WEC Energy (WEC) stake by 0.21% in Q2 2026, selling an estimated $1.03K and leaving 4,326 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #136.

Thrive Wealth Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 209 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Thrive Wealth Management held 4,326 shares of WEC Energy worth $505K as of Q2 2026.
  • Thrive Wealth Management sold 9 WEC Energy shares in Q2 2026, an estimated $1.03K.
  • WEC Energy made up 0.06% of Thrive Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Thrive Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Thrive Wealth Management's WEC Energy position peaked at $604K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.