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Osbon Capital Management’s WEC Energy WEC Stock Holding History

Osbon Capital 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
2026
Q1 		$4.83K Sell
42
-28
-40% -$3.15K ﹤0.01% 365
2025
Q4 		$7.36K Buy
+70
New +$7.75K 0.01% 253

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

Osbon Capital Management's WEC Position: Q1 2026 in Review

Osbon Capital Management reduced its WEC Energy (WEC) stake by 40% in Q1 2026, selling an estimated $3.15K and leaving 42 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Osbon Capital Management first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.36K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Osbon Capital Management held 42 shares of WEC Energy worth $4.83K as of Q1 2026.
  • Osbon Capital Management sold 28 WEC Energy shares in Q1 2026, an estimated $3.15K.
  • WEC Energy made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #365 holding.
  • Osbon Capital Management first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's WEC Energy position peaked at $7.36K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.