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OMC Financial Services’s WEC Energy WEC Stock Holding History

OMC Financial Services’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 		– Sell
-1,922
Closed -$223K – 65
2026
Q1 		$223K Hold
1,922
– – 0.09% 63
2025
Q4 		$203K Hold
1,922
– – 0.08% 65
2025
Q3 		$220K Buy
+1,922
New +$208K 0.08% 67

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OMC Financial Services's WEC Position: Q2 2026 in Review

OMC Financial Services sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,922 shares — an estimated $223K sold.

OMC Financial Services first reported a position in WEC in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • OMC Financial Services reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • OMC Financial Services sold 1,922 WEC Energy shares in Q2 2026, an estimated $223K.
  • OMC Financial Services first reported a position in WEC Energy in Q3 2025 and held it in 3 quarters.
  • OMC Financial Services's WEC Energy position peaked at $223K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.