Old Mission Investment Co’s WEC Energy WEC Stock Holding History

Old Mission Investment Co’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	–	Sell	-4,069	Closed	-$424K	–	149
2025 Q2	$424K	Hold	4,069	–	–	0.12%	88
2025 Q1	$443K	Hold	4,069	–	–	0.13%	79
2024 Q4	$383K	Hold	4,069	–	–	0.11%	91
2024 Q3	$391K	Hold	4,069	–	–	0.12%	88
2024 Q2	$319K	Hold	4,069	–	–	0.1%	96
2024 Q1	$334K	Hold	4,069	–	–	0.11%	93
2023 Q4	$342K	Hold	4,069	–	–	0.12%	86
2023 Q3	$328K	Hold	4,069	–	–	0.13%	80
2023 Q2	$359K	Hold	4,069	–	–	0.13%	80
2023 Q1	$386K	Hold	4,069	–	–	0.15%	74
2022 Q4	$382K	Hold	4,069	–	–	0.16%	73
2022 Q3	$364K	Hold	4,069	–	–	0.17%	67
2022 Q2	$410K	Hold	4,069	–	–	0.18%	68
2022 Q1	$406K	Hold	4,069	–	–	0.15%	77
2021 Q4	$395K	Hold	4,069	–	–	0.14%	80
2021 Q3	$359K	Hold	4,069	–	–	0.15%	79
2021 Q2	$362K	Hold	4,069	–	–	0.15%	78
2021 Q1	$381K	Sell	4,069 -100	-2%	-$8.72K	0.18%	73
2020 Q4	$384K	Hold	4,169	–	–	0.2%	64
2020 Q3	$404K	Hold	4,169	–	–	0.24%	60
2020 Q2	$365K	Hold	4,169	–	–	0.26%	53
2020 Q1	$367K	Hold	4,169	–	–	0.35%	47
2019 Q4	$385K	Hold	4,169	–	–	0.35%	48
2019 Q3	$396K	Buy	+4,169	New	+$376K	0.38%	45

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 $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

Old Mission Investment Co's WEC Position: Q3 2025 in Review

Old Mission Investment Co sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 4,069 shares — an estimated $424K sold.

Old Mission Investment Co first reported a position in WEC in Q3 2019 and held it in 24 quarters. The position peaked at $443K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Old Mission Investment Co reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Old Mission Investment Co sold 4,069 WEC Energy shares in Q3 2025, an estimated $424K.
Old Mission Investment Co first reported a position in WEC Energy in Q3 2019 and held it in 24 quarters.
Old Mission Investment Co's WEC Energy position peaked at $443K in Q1 2025.
1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Old Mission Investment Co's 13F filing for Q3 2025, filed 16 Sep 2026.