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Oxford Asset Management’s WEC Energy WEC Stock Holding History

Oxford 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
2025
Q1 		– Sell
-5,374
Closed -$505K – 726
2024
Q4 		$505K Buy
+5,374
New +$521K 0.22% 153
2019
Q4 		– Sell
-11,422
Closed -$1.09M – 2125
2019
Q3 		$1.09M Buy
11,422
+5,122
+81% +$462K 0.03% 897
2019
Q2 		$525K Sell
6,300
-29,825
-83% -$2.39M 0.01% 1257
2019
Q1 		$2.86M Buy
+36,125
New +$2.68M 0.06% 409
2018
Q1 		– Sell
-30,440
Closed -$2.02M – 1914
2017
Q4 		$2.02M Buy
+30,440
New +$2.04M 0.04% 568
2017
Q3 		– Sell
-72,542
Closed -$4.45M – 1725
2017
Q2 		$4.45M Buy
+72,542
New +$4.48M 0.09% 237

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return