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OV Management’s WEC Energy WEC Stock Holding History

OV 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
Q2 		– Sell
-2,598
Closed -$301K – 54
2026
Q1 		$301K Sell
2,598
-7,144
-73% -$803K 0.61% 17
2025
Q4 		$1.03M Hold
9,742
– – 0.89% 27
2025
Q3 		$1.12M Buy
9,742
+47
+0.5% +$5.09K 0.95% 19
2025
Q2 		$1.01M Sell
9,695
-14,749
-60% -$1.57M 0.85% 25
2025
Q1 		$2.66M Buy
24,444
+5,232
+27% +$534K 1.25% 23
2024
Q4 		$1.81M Buy
19,212
+1,612
+9% +$156K 0.84% 33
2024
Q3 		$1.69M Buy
+17,600
New +$1.56M 1.12% 37

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

OV Management's WEC Position: Q2 2026 in Review

OV Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 2,598 shares — an estimated $301K sold.

OV Management first reported a position in WEC in Q3 2024 and held it in 7 quarters. The position peaked at $2.66M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • OV Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • OV Management sold 2,598 WEC Energy shares in Q2 2026, an estimated $301K.
  • OV Management first reported a position in WEC Energy in Q3 2024 and held it in 7 quarters.
  • OV Management's WEC Energy position peaked at $2.66M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.