Osaic Holdings
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Osaic Holdings’s WEC Energy WEC Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-62
Closed -$96.2K – 7661
2024
Q3 		$96.2K Hold
62
– – ﹤0.01% 4249
2024
Q2 		$96.2K Buy
62
+27
+77% +$2.19K ﹤0.01% 4176
2024
Q1 		$56.8K Buy
35
+16
+84% +$1.29K ﹤0.01% 4656
2023
Q4 		$30.8K Sell
19
-2
-10% -$165 ﹤0.01% 5226
2023
Q3 		$50.4K Buy
+21
New +$1.82K ﹤0.01% 5003
2023
Q2 		– Sell
-10
Closed -$25.3K – 7591
2023
Q1 		$25.3K Buy
+10
New +$926 ﹤0.01% 5432

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings's WEC Position: Q1 2026 in Review

Osaic Holdings reduced its WEC Energy (WEC) stake by 3.3% in Q1 2026, selling an estimated $923K and leaving 237,301 shares worth $27.5M. The position accounts for 0.04% of the portfolio, ranked #460.

Osaic Holdings first reported a position in WEC in Q1 2020 and has held it in 25 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Osaic Holdings held 237,301 shares of WEC Energy worth $27.5M as of Q1 2026.
  • Osaic Holdings sold 8,218 WEC Energy shares in Q1 2026, an estimated $923K.
  • WEC Energy made up 0.04% of Osaic Holdings's portfolio in Q1 2026, its #460 holding.
  • Osaic Holdings first reported a position in WEC Energy in Q1 2020 and has held it in 25 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.