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Siemens Fonds Invest’s WEC Energy WEC Stock Holding History

Siemens Fonds Invest’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 		$2.31M Hold
19,740
– – 0.11% 179
2026
Q1 		$2.29M Buy
19,740
+62
+0.3% +$6.97K 0.13% 170
2025
Q4 		$2.09M Hold
19,678
– – 0.11% 182
2025
Q3 		$2.25M Buy
19,678
+5,147
+35% +$558K 0.12% 178
2025
Q2 		$1.51M Sell
14,531
-39
-0.3% -$4.15K 0.09% 200
2025
Q1 		$1.59M Buy
+14,570
New +$1.49M 0.11% 189
2024
Q2 		– Sell
-3,299
Closed -$271K – 444
2024
Q1 		$271K Sell
3,299
-138
-4% -$11.1K 0.02% 381
2023
Q4 		$289K Buy
3,437
+813
+31% +$67K 0.02% 362
2023
Q3 		$211K Hold
2,624
– – 0.02% 350
2023
Q2 		$230K Hold
2,624
– – 0.02% 357
2023
Q1 		$249K Sell
2,624
-24
-0.9% -$2.22K 0.03% 337
2022
Q4 		$248K Sell
2,648
-424
-14% -$39.2K 0.02% 332
2022
Q3 		$275K Sell
3,072
-247
-7% -$25.2K 0.03% 327
2022
Q2 		$334K Hold
3,319
– – 0.04% 308
2022
Q1 		$331K Hold
3,319
– – 0.03% 337
2021
Q4 		$322K Sell
3,319
-12
-0.4% -$1.1K 0.02% 350
2021
Q3 		$294K Buy
+3,331
New +$312K 0.02% 342

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

Siemens Fonds Invest's WEC Position: Q2 2026 in Review

Siemens Fonds Invest held its WEC Energy (WEC) position steady in Q2 2026 at 19,740 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #179.

Siemens Fonds Invest first reported a position in WEC in Q3 2021 and has held it in 17 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Siemens Fonds Invest held 19,740 shares of WEC Energy worth $2.31M as of Q2 2026.
  • Siemens Fonds Invest left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.11% of Siemens Fonds Invest's portfolio in Q2 2026, its #179 holding.
  • Siemens Fonds Invest first reported a position in WEC Energy in Q3 2021 and has held it in 17 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.