Trivium Point Advisory’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Trivium Point Advisory's WEC Position: Q2 2026 in Review
Trivium Point Advisory increased its WEC Energy (WEC) stake by 3.8% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,923 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #240.
Trivium Point Advisory first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $686K in Q1 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Trivium Point Advisory held 4,923 shares of WEC Energy worth $575K as of Q2 2026.
- Trivium Point Advisory bought 180 WEC Energy shares in Q2 2026, an estimated $20.5K.
- WEC Energy made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #240 holding.
- Trivium Point Advisory first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
- Trivium Point Advisory's WEC Energy position peaked at $686K in Q1 2025.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.