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Optas LLC’s WEC Energy WEC Stock Holding History

Optas LLC’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 		$237K Buy
2,033
+156
+8% +$17.8K 0.03% 392
2026
Q1 		$217K Sell
1,877
-67
-3% -$7.53K 0.03% 420
2025
Q4 		$205K Buy
+1,944
New +$215K 0.03% 429
2025
Q2 		– Sell
-3,022
Closed -$329K – 394
2025
Q1 		$329K Buy
+3,022
New +$309K 0.06% 187

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Optas LLC's WEC Position: Q2 2026 in Review

Optas LLC increased its WEC Energy (WEC) stake by 8.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,033 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #392.

Optas LLC first reported a position in WEC in Q1 2025 and has held it in 4 quarters since. The position peaked at $329K in Q1 2025. 365 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Optas LLC held 2,033 shares of WEC Energy worth $237K as of Q2 2026.
  • Optas LLC bought 156 WEC Energy shares in Q2 2026, an estimated $17.8K.
  • WEC Energy made up 0.03% of Optas LLC's portfolio in Q2 2026, its #392 holding.
  • Optas LLC first reported a position in WEC Energy in Q1 2025 and has held it in 4 quarters since.
  • Optas LLC's WEC Energy position peaked at $329K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.