WOC
WEC icon

West Oak Capital’s WEC Energy WEC Stock Holding History

West Oak Capital’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 		$31K Sell
27,090
-480
-2% -$52K 1.23% 27
2025
Q2 		$28.7K Buy
27,570
+3,175
+13% +$338K 1.13% 29
2025
Q1 		$26.6K Sell
24,395
-180
-0.7% -$18.4K 1.03% 26
2024
Q4 		$23.1M Buy
24,575
+380
+2% +$36.8K 0.82% 35
2024
Q3 		$23.3K Buy
24,195
+7,520
+45% +$666K 0.43% 36
2024
Q2 		$1.31M Buy
16,675
+6,285
+60% +$511K 0.53% 55
2024
Q1 		$853K Buy
10,390
+1,690
+19% +$136K 0.36% 63
2023
Q4 		$720K Sell
8,700
-697
-7% -$57.4K 0.34% 67
2023
Q3 		$757K Hold
9,397
– – 0.38% 66
2023
Q2 		$829K Sell
9,397
-200
-2% -$18.5K 0.4% 63
2023
Q1 		$910K Sell
9,597
-290
-3% -$26.8K 0.46% 62
2022
Q4 		$927K Sell
9,887
-2,130
-18% -$197K 0.48% 62
2022
Q3 		$1.07M Buy
12,017
+450
+4% +$46K 0.58% 61
2022
Q2 		$1.16M Buy
11,567
+2,737
+31% +$278K 0.61% 62
2022
Q1 		$881K Buy
8,830
+2,295
+35% +$217K 0.4% 68
2021
Q4 		$634K Sell
6,535
-155
-2% -$14.2K 0.23% 78
2021
Q3 		$590K Buy
6,690
+35
+0.5% +$3.28K 0.23% 79
2021
Q2 		$592K Buy
6,655
+695
+12% +$65.5K 0.23% 78
2021
Q1 		$558K Buy
5,960
+175
+3% +$15.3K 0.24% 78
2020
Q4 		$532K Buy
5,785
+80
+1% +$7.78K 0.25% 76
2020
Q3 		$553K Sell
5,705
-185
-3% -$17.2K 0.3% 70
2020
Q2 		$516K Sell
5,890
-460
-7% -$41.5K 0.29% 72
2020
Q1 		$560K Buy
6,350
+185
+3% +$17.8K 0.38% 66
2019
Q4 		$569K Sell
6,165
-90
-1% -$8.21K 0.32% 73
2019
Q3 		$595K Sell
6,255
-100
-2% -$9.01K 0.35% 68
2019
Q2 		$530K Hold
6,355
– – 0.32% 71
2019
Q1 		$503K Sell
6,355
-85
-1% -$6.31K 0.31% 72
2018
Q4 		$446K Sell
6,440
-4,805
-43% -$337K 0.32% 72
2018
Q3 		$751K Sell
11,245
-5,090
-31% -$339K 0.43% 68
2018
Q2 		$1.06M Sell
16,335
-4,400
-21% -$273K 0.64% 58
2018
Q1 		$1.3M Sell
20,735
-2,455
-11% -$152K 0.77% 49
2017
Q4 		$1.54M Sell
23,190
-330
-1% -$22.1K 0.95% 42
2017
Q3 		$1.48M Buy
23,520
+267
+1% +$17K 0.88% 45
2017
Q2 		$1.43M Buy
23,253
+823
+4% +$50.8K 0.87% 46
2017
Q1 		$1.36M Sell
22,430
-330
-1% -$19.4K 0.84% 48
2016
Q4 		$1.33M Sell
22,760
-625
-3% -$35.9K 0.89% 43
2016
Q3 		$1.4M Sell
23,385
-250
-1% -$15.6K 0.96% 40
2016
Q2 		$1.54M Buy
23,635
+855
+4% +$51.4K 1.11% 32
2016
Q1 		$1.37M Buy
22,780
+16,765
+279% +$939K 1.05% 37
2015
Q4 		$309K Sell
6,015
-100
-2% -$5.1K 0.24% 92
2015
Q3 		$319K Hold
6,115
– – 0.26% 88
2015
Q2 		$275K Sell
6,115
-9,570
-61% -$459K 0.2% 91
2015
Q1 		$776K Sell
15,685
-8,545
-35% -$447K 0.57% 64
2014
Q4 		$1.28M Sell
24,230
-490
-2% -$24K 0.93% 45
2014
Q3 		$1.06M Sell
24,720
-185
-0.7% -$8.21K 0.8% 53
2014
Q2 		$1.17M Sell
24,905
-330
-1% -$15.3K 0.85% 48
2014
Q1 		$1.17M Sell
25,235
-1,065
-4% -$45.9K 0.86% 45
2013
Q4 		$1.09M Sell
26,300
-45
-0.2% -$1.87K 0.8% 53
2013
Q3 		$1.06M Buy
26,345
+420
+2% +$17.5K 0.83% 54
2013
Q2 		$1.06M Buy
+25,925
New +$1.1M 0.89% 46

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

West Oak Capital's WEC Position: Q3 2025 in Review

West Oak Capital reduced its WEC Energy (WEC) stake by 1.7% in Q3 2025, selling an estimated $52K and leaving 27,090 shares worth $31K. The position accounts for 1.23% of the portfolio, ranked #27.

West Oak Capital first reported a position in WEC in Q2 2013 and has held it in 50 quarters since. The position peaked at $23.1M in Q4 2024. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • West Oak Capital held 27,090 shares of WEC Energy worth $31K as of Q3 2025.
  • West Oak Capital sold 480 WEC Energy shares in Q3 2025, an estimated $52K.
  • WEC Energy made up 1.23% of West Oak Capital's portfolio in Q3 2025, its #27 holding.
  • West Oak Capital first reported a position in WEC Energy in Q2 2013 and has held it in 50 quarters since.
  • West Oak Capital's WEC Energy position peaked at $23.1M in Q4 2024.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.