Back to WEC
OPPENHEIMER ASSET MANAGEMENT INC. → WEC
OPPENHEIMER ASSET MANAGEMENT INC. WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
32
Latest value
$1.1M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $696K |
| Q3 2025 | $8M |
| Q3 2025 | $687K |
| Q3 2025 | $140K |
| Q3 2025 | $485K |
| Q3 2025 | $109K |
| Q3 2025 | $55K |
| Q4 2025 | $121K |
| Q4 2025 | $50K |
| Q4 2025 | $7.1M |
| Q4 2025 | $829K |
| Q4 2025 | $124K |
| Q4 2025 | $546K |
| Q4 2025 | $587K |
| Q1 2026 | $8.1M |
| Q1 2026 | $599K |
| Q1 2026 | $193K |
| Q1 2026 | $908K |
| Q1 2026 | $150K |
| Q1 2026 | $379K |
| Q2 2026 | $8.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $595K |
| Q2 2026 | $151K |
| Q2 2026 | $371K |
| Q2 2026 | $193K |
| Q3 2026 | $161K |
| Q3 2026 | $305K |
| Q3 2026 | $6.8M |
| Q3 2026 | $119K |
| Q3 2026 | $511K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 10.8K | — | — |
| Q3 2026 | $511K | 5.1K | — | — |
| Q3 2026 | $119K | 1.2K | — | — |
| Q3 2026 | $6.8M | 67.6K | — | — |
| Q3 2026 | $305K | 3.0K | — | — |
| Q3 2026 | $161K | 1.6K | — | — |
| Q2 2026 | $193K | 1.6K | — | — |
| Q2 2026 | $371K | 3.2K | — | — |
| Q2 2026 | $151K | 1.3K | — | — |
| Q2 2026 | $595K | 5.1K | — | — |
| Q2 2026 | $1.2M | 10.7K | — | — |
| Q2 2026 | $8.3M | 70.7K | — | — |
| Q1 2026 | $379K | 3.3K | — | — |
| Q1 2026 | $150K | 1.3K | — | — |
| Q1 2026 | $908K | 7.8K | — | — |
| Q1 2026 | $193K | 1.7K | — | — |
| Q1 2026 | $599K | 5.2K | — | — |
| Q1 2026 | $8.1M | 69.7K | — | — |
| Q4 2025 | $587K | 5.6K | — | — |
| Q4 2025 | $546K | 5.2K | — | — |
| Q4 2025 | $124K | 1.2K | — | — |
| Q4 2025 | $829K | 7.9K | — | — |
| Q4 2025 | $7.1M | 67.8K | — | — |
| Q4 2025 | $50K | 477 | — | — |
| Q4 2025 | $121K | 1.2K | — | — |
| Q3 2025 | $55K | 480 | — | — |
| Q3 2025 | $109K | 953 | — | — |
| Q3 2025 | $485K | 4.2K | — | — |
| Q3 2025 | $140K | 1.2K | — | — |
| Q3 2025 | $687K | 6.0K | — | — |
| Q3 2025 | $8M | 70.1K | — | — |
| Q3 2025 | $696K | 6.1K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M