DZ Bank’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.96M | Sell |
42,511
-18,781
| -31% | -$2.14M | ﹤0.01% | 520 |
|
|
2026
Q1 | $7.1M | Buy |
61,292
+38,162
| +165% | +$4.29M | 0.01% | 438 |
|
|
2025
Q4 | $2.44M | Buy |
23,130
+18,227
| +372% | +$2.02M | ﹤0.01% | 601 |
|
|
2025
Q3 | $562K | Buy |
4,903
+125
| +3% | +$13.5K | ﹤0.01% | 759 |
|
|
2025
Q2 | $498K | Sell |
4,778
-4,005
| -46% | -$426K | ﹤0.01% | 744 |
|
|
2025
Q1 | $957K | Sell |
8,783
-21,848
| -71% | -$2.23M | ﹤0.01% | 689 |
|
|
2024
Q4 | $2.88M | Sell |
30,631
-243,542
| -89% | -$23.6M | ﹤0.01% | 515 |
|
|
2024
Q3 | $26.4M | Sell |
274,173
-1,898
| -0.7% | -$168K | 0.03% | 243 |
|
|
2024
Q2 | $21.7M | Buy |
276,071
+25,220
| +10% | +$2.05M | 0.02% | 244 |
|
|
2024
Q1 | $20.6M | Sell |
250,851
-76,564
| -23% | -$6.16M | 0.02% | 251 |
|
|
2023
Q4 | $27.6M | Buy |
327,415
+24,000
| +8% | +$1.98M | 0.03% | 226 |
|
|
2023
Q3 | $24.4M | Sell |
303,415
-127,000
| -30% | -$11M | 0.03% | 229 |
|
|
2023
Q2 | $38M | Buy |
430,415
+27,275
| +7% | +$2.52M | 0.06% | 178 |
|
|
2023
Q1 | $38.2M | Buy |
403,140
+261,853
| +185% | +$24.2M | 0.06% | 180 |
|
|
2022
Q4 | $13.2M | Sell |
141,287
-55,000
| -28% | -$5.08M | 0.02% | 302 |
|
|
2022
Q3 | $17.6M | Buy |
196,287
+181,842
| +1,259% | +$18.6M | 0.03% | 235 |
|
|
2022
Q2 | $1.45M | Sell |
14,445
-37,922
| -72% | -$3.84M | ﹤0.01% | 663 |
|
|
2022
Q1 | $5.23M | Sell |
52,367
-1,203
| -2% | -$114K | 0.01% | 484 |
|
|
2021
Q4 | $5.2M | Buy |
53,570
+2,627
| +5% | +$240K | 0.01% | 498 |
|
|
2021
Q3 | $4.49M | Sell |
50,943
-1,332
| -3% | -$125K | 0.01% | 505 |
|
|
2021
Q2 | $4.65M | Buy |
52,275
+9,918
| +23% | +$934K | 0.01% | 489 |
|
|
2021
Q1 | $3.96M | Sell |
42,357
-8,351
| -16% | -$728K | 0.01% | 486 |
|
|
2020
Q4 | $4.64M | Sell |
50,708
-10,358
| -17% | -$1.01M | 0.01% | 430 |
|
|
2020
Q3 | $5.92M | Buy |
61,066
+36,142
| +145% | +$3.37M | 0.01% | 353 |
|
|
2020
Q2 | $2.18M | Sell |
24,924
-382,254
| -94% | -$34.5M | 0.01% | 458 |
|
|
2020
Q1 | $35.9M | Sell |
407,178
-15,516
| -4% | -$1.49M | 0.12% | 119 |
|
|
2019
Q4 | $39M | Sell |
422,694
-246,990
| -37% | -$22.5M | 0.1% | 132 |
|
|
2019
Q3 | $63.7M | Buy |
669,684
+55,333
| +9% | +$4.99M | 0.19% | 97 |
|
|
2019
Q2 | $51.2M | Sell |
614,351
-64,203
| -9% | -$5.15M | 0.16% | 104 |
|
|
2019
Q1 | $53.7M | Sell |
678,554
-15,207
| -2% | -$1.13M | 0.17% | 99 |
|
|
2018
Q4 | $47.9M | Buy |
693,761
+131,756
| +23% | +$9.25M | 0.19% | 109 |
|
|
2018
Q3 | $37.5M | Buy |
562,005
+31,600
| +6% | +$2.11M | 0.13% | 148 |
|
|
2018
Q2 | $34.3M | Sell |
530,405
-310,503
| -37% | -$19.3M | 0.13% | 155 |
|
|
2018
Q1 | $52.7M | Buy |
840,908
+277,608
| +49% | +$17.2M | 0.2% | 120 |
|
|
2017
Q4 | $37.4M | Buy |
563,300
+75,500
| +15% | +$5.07M | 0.14% | 145 |
|
|
2017
Q3 | $30.6M | Buy |
487,800
+411,730
| +541% | +$26.3M | 0.13% | 163 |
|
|
2017
Q2 | $4.67M | Buy |
76,070
+5,570
| +8% | +$344K | 0.02% | 357 |
|
|
2017
Q1 | $4.28M | Sell |
70,500
-7,304
| -9% | -$430K | 0.02% | 370 |
|
|
2016
Q4 | $4.56M | Buy |
+77,804
| New | +$4.46M | 0.02% | 342 |
|
Other funds holding WEC
DZ Bank's WEC Position: Q2 2026 in Review
DZ Bank reduced its WEC Energy (WEC) stake by 31% in Q2 2026, selling an estimated $2.14M and leaving 42,511 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #520.
DZ Bank first reported a position in WEC in Q4 2016 and has held it in 39 quarters since. The position peaked at $63.7M in Q3 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- DZ Bank held 42,511 shares of WEC Energy worth $4.96M as of Q2 2026.
- DZ Bank sold 18,781 WEC Energy shares in Q2 2026, an estimated $2.14M.
- WEC Energy made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #520 holding.
- DZ Bank first reported a position in WEC Energy in Q4 2016 and has held it in 39 quarters since.
- DZ Bank's WEC Energy position peaked at $63.7M in Q3 2019.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.