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Osterweis Capital Management’s WEC Energy WEC Stock Holding History

Osterweis 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
2025
Q4 		– Sell
-262
Closed -$30K – 318
2025
Q3 		$30K Hold
262
– – ﹤0.01% 241
2025
Q2 		$27.3K Buy
+262
New +$27.9K ﹤0.01% 251

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 $3.38T AUM 44.17% 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

Osterweis Capital Management's WEC Position: Q4 2025 in Review

Osterweis Capital Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 262 shares — an estimated $30K sold.

Osterweis Capital Management first reported a position in WEC in Q2 2025 and held it in 2 quarters. The position peaked at $30K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Osterweis Capital Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 262 WEC Energy shares in Q4 2025, an estimated $30K.
  • Osterweis Capital Management first reported a position in WEC Energy in Q2 2025 and held it in 2 quarters.
  • Osterweis Capital Management's WEC Energy position peaked at $30K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.