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 $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

Osaic Holdings's WEC Position: Q2 2026 in Review

Osaic Holdings increased its WEC Energy (WEC) stake by 5.9% in Q2 2026, buying an estimated $1.6M and bringing the position to 251,293 shares worth $29.4M. The position accounts for 0.03% of the portfolio, ranked #519.

Osaic Holdings first reported a position in WEC in Q1 2020 and has held it in 26 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Osaic Holdings held 251,293 shares of WEC Energy worth $29.4M as of Q2 2026.
  • Osaic Holdings bought 13,992 WEC Energy shares in Q2 2026, an estimated $1.6M.
  • WEC Energy made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #519 holding.
  • Osaic Holdings first reported a position in WEC Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.