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
2026 Q2	$378K	Buy	+3,237	New	+$369K	0.19%	156
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oxford Asset Management's WEC Position: Q2 2026 in Review

Oxford Asset Management opened a new position in WEC Energy (WEC) in Q2 2026: 3,237 shares worth $378K. The stake represents 0.19% of the portfolio and ranks #156 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in WEC as recently as Q4 2024.

Oxford Asset Management first reported a position in WEC in Q2 2017 and has held it in 7 quarters since. The position peaked at $4.45M in Q2 2017. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Oxford Asset Management held 3,237 shares of WEC Energy worth $378K as of Q2 2026.
WEC Energy was a new Oxford Asset Management position in Q2 2026.
WEC Energy made up 0.19% of Oxford Asset Management's portfolio in Q2 2026, its #156 holding.
Oxford Asset Management first reported a position in WEC Energy in Q2 2017 and has held it in 7 quarters since.
Oxford Asset Management's WEC Energy position peaked at $4.45M in Q2 2017.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.