SkyOak Wealth’s WEC Energy WEC Stock Holding History

SkyOak Wealth’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	–	Sell	-3,244	Closed	-$342K	–	276
2025 Q4	$342K	Hold	3,244	–	–	0.06%	161
2025 Q3	$372K	Hold	3,244	–	–	0.07%	156
2025 Q2	$338K	Hold	3,244	–	–	0.07%	160
2025 Q1	$354K	Buy	+3,244	New	+$331K	0.08%	147
2023 Q3	–	Sell	-2,531	Closed	-$223K	–	258
2023 Q2	$223K	Hold	2,531	–	–	0.06%	210
2023 Q1	$240K	Sell	2,531 -127	-5%	-$11.8K	0.07%	193
2022 Q4	$249K	Hold	2,658	–	–	0.08%	177
2022 Q3	$238K	Hold	2,658	–	–	0.09%	177
2022 Q2	$268K	Sell	2,658 -599	-18%	-$60.7K	0.09%	168
2022 Q1	$325K	Hold	3,257	–	–	0.09%	166
2021 Q4	$316K	Hold	3,257	–	–	0.08%	178
2021 Q3	$287K	Hold	3,257	–	–	0.08%	182
2021 Q2	$290K	Hold	3,257	–	–	0.08%	173
2021 Q1	$308K	Hold	3,257	–	–	0.09%	166
2020 Q4	$300K	Hold	3,257	–	–	0.09%	164
2020 Q3	$316K	Hold	3,257	–	–	0.11%	148
2020 Q2	$285K	Hold	3,257	–	–	0.11%	191
2020 Q1	$287K	Hold	3,257	–	–	0.15%	162
2019 Q4	$300K	Buy	+3,257	New	+$297K	0.09%	232

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SkyOak Wealth's WEC Position: Q1 2026 in Review

SkyOak Wealth sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 3,244 shares — an estimated $342K sold.

SkyOak Wealth first reported a position in WEC in Q4 2019 and held it in 19 quarters. The position peaked at $372K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

SkyOak Wealth reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
SkyOak Wealth sold 3,244 WEC Energy shares in Q1 2026, an estimated $342K.
SkyOak Wealth first reported a position in WEC Energy in Q4 2019 and held it in 19 quarters.
SkyOak Wealth's WEC Energy position peaked at $372K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.