Lombard Odier Asset Management (Europe)’s WEC Energy WEC Stock Holding History

Lombard Odier Asset Management (Europe)’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
2025 Q3	–	Hold	0	–	–	–	125
2020 Q4	–	Sell	-2,701	Closed	-$262K	–	396
2020 Q3	$262K	Buy	+2,701	New	+$252K	0.02%	284
2020 Q2	–	Sell	-2,701	Closed	-$238K	–	288
2020 Q1	$238K	Sell	2,701 -877	-25%	-$84.3K	0.02%	243
2019 Q4	$330K	Hold	3,578	–	–	0.02%	273
2019 Q3	$340K	Hold	3,578	–	–	0.03%	261
2019 Q2	$298K	Hold	3,578	–	–	0.03%	291
2019 Q1	$283K	Hold	3,578	–	–	0.03%	273
2018 Q4	$248K	Hold	3,578	–	–	0.02%	283
2018 Q3	$239K	Hold	3,578	–	–	0.02%	334
2018 Q2	$231K	Hold	3,578	–	–	0.02%	328
2018 Q1	$224K	Sell	3,578 -288	-7%	-$17.9K	0.02%	334
2017 Q4	$257K	Sell	3,866 -260	-6%	-$17.4K	0.02%	334
2017 Q3	$259K	Hold	4,126	–	–	0.01%	348
2017 Q2	$253K	Hold	4,126	–	–	0.01%	342
2017 Q1	$250K	Sell	4,126 -414	-9%	-$24.4K	0.01%	320
2016 Q4	$266K	Hold	4,540	–	–	0.1%	274
2016 Q3	$272K	Hold	4,540	–	–	0.09%	288
2016 Q2	$296K	Buy	+4,540	New	+$273K	0.02%	289

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s WEC Position: Q3 2025 in Review

Lombard Odier Asset Management (Europe) held its WEC Energy (WEC) position steady in Q3 2025 at 0 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #125.

Lombard Odier Asset Management (Europe) first reported a position in WEC in Q2 2016 and has held it in 17 quarters since. The position peaked at $340K in Q3 2019. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Lombard Odier Asset Management (Europe) held 0 shares of WEC Energy worth $1.72M as of Q3 2025.
Lombard Odier Asset Management (Europe) left its WEC Energy share count unchanged in Q3 2025.
WEC Energy made up 0.09% of Lombard Odier Asset Management (Europe)'s portfolio in Q3 2025, its #125 holding.
Lombard Odier Asset Management (Europe) first reported a position in WEC Energy in Q2 2016 and has held it in 17 quarters since.
Lombard Odier Asset Management (Europe)'s WEC Energy position peaked at $340K in Q3 2019.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q3 2025, filed 14 Nov 2025.