Occudo Quantitative Strategies’s WEC Energy WEC Stock Holding History

Occudo Quantitative Strategies’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	$5.14M	Sell	44,044 -12,162	-22%	-$1.39M	0.27%	105
2026 Q1	$6.63M	Buy	56,206 +35,781	+175%	+$4.02M	0.36%	77
2025 Q4	$2.15M	Buy	+20,425	New	+$2.26M	0.14%	201
2025 Q2	–	Sell	-8,000	Closed	-$860K	–	925
2025 Q1	$860K	Buy	+8,000	New	+$817K	0.11%	260
2024 Q2	–	Sell	-31,567	Closed	-$2.59M	–	1024
2024 Q1	$2.59M	Sell	31,567 -36,813	-54%	-$2.96M	0.45%	47
2023 Q4	$5.76M	Buy	+68,380	New	+$5.63M	0.78%	13
2023 Q2	–	Sell	-41,166	Closed	-$3.9M	–	1320
2023 Q1	$3.9M	Buy	+41,166	New	+$3.81M	0.35%	64

Other funds holding WEC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Occudo Quantitative Strategies's WEC Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its WEC Energy (WEC) stake by 22% in Q2 2026, selling an estimated $1.39M and leaving 44,044 shares worth $5.14M. The position accounts for 0.27% of the portfolio, ranked #105.

Occudo Quantitative Strategies first reported a position in WEC in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.63M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Occudo Quantitative Strategies held 44,044 shares of WEC Energy worth $5.14M as of Q2 2026.
Occudo Quantitative Strategies sold 12,162 WEC Energy shares in Q2 2026, an estimated $1.39M.
WEC Energy made up 0.27% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #105 holding.
Occudo Quantitative Strategies first reported a position in WEC Energy in Q1 2023 and has held it in 7 quarters since.
Occudo Quantitative Strategies's WEC Energy position peaked at $6.63M in Q1 2026.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.