Ostrum Asset Management’s WEC Energy WEC Stock Holding History

Ostrum Asset 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	$58.3K	Buy	504 +8	+2%	+$899	﹤0.01%	561
2025 Q4	$52.3K	Sell	496 -164	-25%	-$18.2K	﹤0.01%	564
2025 Q3	$75.6K	Sell	660 -22	-3%	-$2.38K	﹤0.01%	559
2025 Q2	$71.1K	Sell	682 -9,295	-93%	-$989K	﹤0.01%	556
2025 Q1	$1.09M	Buy	9,977 +9,257	+1,286%	+$945K	0.06%	281
2024 Q4	$67.7K	Sell	720 -31	-4%	-$3.01K	0.01%	614
2024 Q3	$72.2K	Buy	751 +10	+1%	+$886	0.01%	595
2024 Q2	$58.1K	Sell	741 -6,854	-90%	-$557K	0.01%	629
2024 Q1	$624K	Buy	7,595 +4,656	+158%	+$374K	0.05%	412
2023 Q4	$247K	Buy	2,939 +12	+0.4%	+$988	0.02%	504
2023 Q3	$236K	Sell	2,927 -21	-0.7%	-$1.82K	0.02%	526
2023 Q2	$260K	Buy	2,948 +2	+0.1%	+$185	0.02%	511
2023 Q1	$279K	Buy	+2,946	New	+$273K	0.02%	497

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ostrum Asset Management's WEC Position: Q1 2026 in Review

Ostrum Asset Management increased its WEC Energy (WEC) stake by 1.6% in Q1 2026, buying an estimated $899 and bringing the position to 504 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Ostrum Asset Management first reported a position in WEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Ostrum Asset Management held 504 shares of WEC Energy worth $58.3K as of Q1 2026.
Ostrum Asset Management bought 8 WEC Energy shares in Q1 2026, an estimated $899.
WEC Energy made up ﹤0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #561 holding.
Ostrum Asset Management first reported a position in WEC Energy in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's WEC Energy position peaked at $1.09M in Q1 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.