OP Asset Management’s WEC Energy WEC Stock Holding History

OP Asset Management’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	-760	Closed	-$79.2K	–	849
2025 Q2	$79.2K	Hold	760	–	–	﹤0.01%	762
2025 Q1	$82.8K	Buy	+760	New	+$77.6K	﹤0.01%	771

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 $3.38T AUM 44.17% 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

OP Asset Management's WEC Position: Q3 2025 in Review

OP Asset Management sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 760 shares — an estimated $79.2K sold.

OP Asset Management first reported a position in WEC in Q1 2025 and held it in 2 quarters. The position peaked at $82.8K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

OP Asset Management reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
OP Asset Management sold 760 WEC Energy shares in Q3 2025, an estimated $79.2K.
OP Asset Management first reported a position in WEC Energy in Q1 2025 and held it in 2 quarters.
OP Asset Management's WEC Energy position peaked at $82.8K in Q1 2025.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on OP Asset Management's 13F filing for Q3 2025, filed 20 Apr 2026.