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Oxbow Advisors’s WEC Energy WEC Stock Holding History

Oxbow Advisors’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 		$228K Sell
1,971
-582
-23% -$65.4K 0.02% 227
2025
Q4 		$269K Hold
2,553
– – 0.02% 217
2025
Q3 		$293K Hold
2,553
– – 0.03% 191
2025
Q2 		$266K Hold
2,553
– – 0.03% 181
2025
Q1 		$278K Buy
+2,553
New +$261K 0.03% 174

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

Oxbow Advisors's WEC Position: Q1 2026 in Review

Oxbow Advisors reduced its WEC Energy (WEC) stake by 23% in Q1 2026, selling an estimated $65.4K and leaving 1,971 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #227.

Oxbow Advisors first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q3 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Oxbow Advisors held 1,971 shares of WEC Energy worth $228K as of Q1 2026.
  • Oxbow Advisors sold 582 WEC Energy shares in Q1 2026, an estimated $65.4K.
  • WEC Energy made up 0.02% of Oxbow Advisors's portfolio in Q1 2026, its #227 holding.
  • Oxbow Advisors first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • Oxbow Advisors's WEC Energy position peaked at $293K in Q3 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.