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B. Metzler seel. Sohn & Co’s WEC Energy WEC Stock Holding History

B. Metzler seel. Sohn & Co’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 		$16M Sell
137,178
-11,667
-8% -$1.33M 0.14% 83
2026
Q1 		$17.2M Sell
148,845
-4,845
-3% -$544K 0.16% 77
2025
Q4 		$16.2M Buy
153,690
+54,720
+55% +$6.06M 0.14% 85
2025
Q3 		$11.3M Sell
98,970
-1,943
-2% -$211K 0.1% 103
2025
Q2 		$10.5M Buy
100,913
+1,466
+1% +$156K 0.1% 106
2025
Q1 		$10.8M Sell
99,447
-29,248
-23% -$2.99M 0.11% 95
2024
Q4 		$12.1M Sell
128,695
-600
-0.5% -$58.2K 0.12% 89
2024
Q3 		$12.4M Buy
129,295
+38,200
+42% +$3.39M 0.12% 100
2024
Q2 		$7.15M Sell
91,095
-38,529
-30% -$3.13M 0.07% 133
2024
Q1 		$10.6M Buy
129,624
+7,500
+6% +$603K 0.12% 101
2023
Q4 		$10.3M Sell
122,124
-9,227
-7% -$760K 0.13% 94
2023
Q3 		$10.6M Sell
131,351
-4,250
-3% -$369K 0.16% 78
2023
Q2 		$12M Buy
135,601
+15,800
+13% +$1.46M 0.16% 85
2023
Q1 		$11.4M Buy
119,801
+9,198
+8% +$852K 0.18% 86
2022
Q4 		$10.4M Sell
110,603
-7,933
-7% -$733K 0.18% 95
2022
Q3 		$10.6M Buy
118,536
+38,550
+48% +$3.94M 0.19% 81
2022
Q2 		$8.05M Buy
79,986
+19,700
+33% +$2M 0.13% 115
2022
Q1 		$6.02M Buy
60,286
+17,581
+41% +$1.66M 0.08% 162
2021
Q4 		$4.15M Sell
42,705
-3,492
-8% -$319K 0.05% 217
2021
Q3 		$4.08M Buy
46,197
+3,650
+9% +$342K 0.06% 190
2021
Q2 		$3.79M Buy
42,547
+8,382
+25% +$789K 0.06% 191
2021
Q1 		$3.2M Buy
34,165
+8,567
+33% +$747K 0.05% 213
2020
Q4 		$2.55M Buy
+25,598
New +$2.49M 0.05% 223

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WEC Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its WEC Energy (WEC) stake by 7.8% in Q2 2026, selling an estimated $1.33M and leaving 137,178 shares worth $16M. The position accounts for 0.14% of the portfolio, ranked #83.

B. Metzler seel. Sohn & Co first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.2M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 137,178 shares of WEC Energy worth $16M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 11,667 WEC Energy shares in Q2 2026, an estimated $1.33M.
  • WEC Energy made up 0.14% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #83 holding.
  • B. Metzler seel. Sohn & Co first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's WEC Energy position peaked at $17.2M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.