Sierra Ocean’s WEC Energy WEC Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-81	Closed	-$8.45K	–	959
2025 Q2	$8.45K	Sell	81 -50	-38%	-$5.32K	0.01%	483
2025 Q1	$14.3K	Buy	131 +111	+555%	+$11.3K	0.01%	367
2024 Q4	$1.89K	Buy	+20	New	+$1.94K	﹤0.01%	788

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sierra Ocean's WEC Position: Q3 2025 in Review

Sierra Ocean sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 81 shares — an estimated $8.45K sold.

Sierra Ocean first reported a position in WEC in Q4 2024 and held it in 3 quarters. The position peaked at $14.3K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

Sierra Ocean reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 81 WEC Energy shares in Q3 2025, an estimated $8.45K.
Sierra Ocean first reported a position in WEC Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's WEC Energy position peaked at $14.3K in Q1 2025.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.