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Ossiam’s WEC Energy WEC Stock Holding History

Ossiam’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
Q4 		– Sell
-3,510
Closed -$402K – 709
2025
Q3 		$402K Buy
3,510
+1,076
+44% +$117K 0.01% 566
2025
Q2 		$254K Buy
2,434
+446
+22% +$47.5K ﹤0.01% 531
2025
Q1 		$217K Sell
1,988
-1,022
-34% -$104K ﹤0.01% 499
2024
Q4 		$283K Buy
+3,010
New +$292K ﹤0.01% 506
2023
Q3 		– Sell
-7,640
Closed -$674K – 729
2023
Q2 		$674K Buy
7,640
+3,650
+91% +$337K 0.01% 382
2023
Q1 		$378K Sell
3,990
-8,875
-69% -$822K 0.01% 434
2022
Q4 		$1.21M Sell
12,865
-27,123
-68% -$2.51M 0.03% 238
2022
Q3 		$3.58M Buy
39,988
+14,407
+56% +$1.47M 0.1% 138
2022
Q2 		$2.57M Buy
25,581
+994
+4% +$101K 0.08% 153
2022
Q1 		$2.45M Buy
+24,587
New +$2.32M 0.06% 160
2021
Q3 		– Sell
-20,654
Closed -$1.94M – 456
2021
Q2 		$1.94M Sell
20,654
-22,354
-52% -$2.11M 0.05% 188
2021
Q1 		$4.03M Sell
43,008
-6,216
-13% -$542K 0.13% 119
2020
Q4 		$4.53M Buy
+49,224
New +$4.79M 0.16% 111
2020
Q3 		– Sell
-5,530
Closed -$485K – 464
2020
Q2 		$485K Sell
5,530
-40,486
-88% -$3.65M 0.03% 229
2020
Q1 		$4.05M Buy
46,016
+36,343
+376% +$3.5M 0.28% 74
2019
Q4 		$892K Sell
9,673
-9,781
-50% -$892K 0.07% 144
2019
Q3 		$1.85M Sell
19,454
-20,955
-52% -$1.89M 0.13% 122
2019
Q2 		$3.37M Sell
40,409
-7,910
-16% -$634K 0.26% 78
2019
Q1 		$3.82M Sell
48,319
-6,485
-12% -$481K 0.32% 67
2018
Q4 		$3.8M Buy
+54,804
New +$3.85M 0.57% 57

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ossiam's WEC Position: Q4 2025 in Review

Ossiam sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,510 shares — an estimated $402K sold.

Ossiam first reported a position in WEC in Q4 2018 and held it in 20 quarters. The position peaked at $4.53M in Q4 2020. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Ossiam reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 3,510 WEC Energy shares in Q4 2025, an estimated $402K.
  • Ossiam first reported a position in WEC Energy in Q4 2018 and held it in 20 quarters.
  • Ossiam's WEC Energy position peaked at $4.53M in Q4 2020.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.