Swiss Life Asset Management’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 | $5.01M | Sell |
42,929
-1,903
| -4% | -$217K | 0.02% | 452 |
|
|
2026
Q1 | $5.19M | Buy |
44,832
+6,199
| +16% | +$696K | 0.03% | 407 |
|
|
2025
Q4 | $4.07M | Buy |
38,633
+200
| +0.5% | +$22.1K | 0.02% | 450 |
|
|
2025
Q3 | $4.4M | Buy |
38,433
+638
| +2% | +$69.2K | 0.02% | 424 |
|
|
2025
Q2 | $3.94M | Sell |
37,795
-34,944
| -48% | -$3.72M | 0.02% | 431 |
|
|
2025
Q1 | $7.93M | Buy |
72,739
+50,317
| +224% | +$5.14M | 0.06% | 249 |
|
|
2024
Q4 | $2.11M | Sell |
22,422
-422
| -2% | -$40.9K | 0.02% | 466 |
|
|
2024
Q3 | $2.2M | Sell |
22,844
-44,369
| -66% | -$3.93M | 0.03% | 367 |
|
|
2024
Q2 | $5.27M | Buy |
67,213
+52,347
| +352% | +$4.25M | 0.06% | 247 |
|
|
2024
Q1 | $1.22M | Sell |
14,866
-63,304
| -81% | -$5.09M | 0.02% | 395 |
|
|
2023
Q4 | $6.58M | Buy |
+78,170
| New | +$6.44M | 0.08% | 283 |
|
|
2023
Q3 | – | Sell |
-69,038
| Closed | -$6.09M | – | 649 |
|
|
2023
Q2 | $6.09M | Sell |
69,038
-20,086
| -23% | -$1.86M | 0.09% | 265 |
|
|
2023
Q1 | $8.45M | Buy |
89,124
+1,919
| +2% | +$178K | 0.13% | 205 |
|
|
2022
Q4 | $8.18M | Sell |
87,205
-28,450
| -25% | -$2.63M | 0.14% | 193 |
|
|
2022
Q3 | $10.3M | Buy |
115,655
+17,611
| +18% | +$1.8M | 0.18% | 146 |
|
|
2022
Q2 | $9.87M | Buy |
98,044
+44,906
| +85% | +$4.55M | 0.16% | 160 |
|
|
2022
Q1 | $5.3M | Sell |
53,138
-6,940
| -12% | -$655K | 0.07% | 280 |
|
|
2021
Q4 | $5.83M | Buy |
60,078
+44,715
| +291% | +$4.09M | 0.08% | 281 |
|
|
2021
Q3 | $1.35M | Sell |
15,363
-1,903
| -11% | -$178K | 0.02% | 446 |
|
|
2021
Q2 | $2.34M | Sell |
17,266
-65,764
| -79% | -$6.19M | 0.02% | 426 |
|
|
2021
Q1 | $7.77M | Sell |
83,030
-8,461
| -9% | -$738K | 0.11% | 224 |
|
|
2020
Q4 | $8.42M | Buy |
91,491
+54,467
| +147% | +$5.3M | 0.12% | 196 |
|
|
2020
Q3 | $3.59M | Sell |
37,024
-14,912
| -29% | -$1.39M | 0.05% | 236 |
|
|
2020
Q2 | $4.55M | Buy |
51,936
+8,252
| +19% | +$744K | 0.07% | 191 |
|
|
2020
Q1 | $3.85M | Buy |
43,684
+1,928
| +5% | +$185K | 0.07% | 190 |
|
|
2019
Q4 | $3.85M | Buy |
41,756
+10,437
| +33% | +$952K | 0.07% | 215 |
|
|
2019
Q3 | $2.98M | Sell |
31,319
-17,707
| -36% | -$1.6M | 0.04% | 249 |
|
|
2019
Q2 | $4.08M | Sell |
49,026
-4,360
| -8% | -$350K | 0.05% | 203 |
|
|
2019
Q1 | $4.22M | Buy |
+53,386
| New | +$3.96M | 0.05% | 195 |
|
|
2018
Q4 | – | Sell |
-145,019
| Closed | -$9.68M | – | 468 |
|
|
2018
Q3 | $9.68M | Sell |
145,019
-48,907
| -25% | -$3.26M | 0.13% | 145 |
|
|
2018
Q2 | $12.5M | Buy |
193,926
+76,543
| +65% | +$4.76M | 0.19% | 120 |
|
|
2018
Q1 | $7.36M | Buy |
117,383
+59,450
| +103% | +$3.69M | 0.13% | 151 |
|
|
2017
Q4 | $3.85M | Sell |
57,933
-4,673
| -7% | -$314K | 0.09% | 143 |
|
|
2017
Q3 | $3.93M | Buy |
62,606
+5,747
| +10% | +$367K | 0.11% | 134 |
|
|
2017
Q2 | $3.49M | Buy |
56,859
+6,665
| +13% | +$412K | 0.09% | 138 |
|
|
2017
Q1 | $3.05M | Buy |
50,194
+13,347
| +36% | +$787K | 0.08% | 139 |
|
|
2016
Q4 | $2.16M | Sell |
36,847
-16,224
| -31% | -$931K | 0.07% | 164 |
|
|
2016
Q3 | $3.17M | Buy |
53,071
+20,751
| +64% | +$1.3M | 0.11% | 116 |
|
|
2016
Q2 | $2.11M | Buy |
+32,320
| New | +$1.94M | 0.09% | 130 |
|
|
2016
Q1 | – | Sell |
-25,594
| Closed | -$1.31M | – | 397 |
|
|
2015
Q4 | $1.31M | Buy |
25,594
+17,515
| +217% | +$894K | 0.06% | 129 |
|
|
2015
Q3 | $422K | Sell |
8,079
-30,266
| -79% | -$1.47M | 0.02% | 220 |
|
|
2015
Q2 | $1.73M | Buy |
38,345
+14,537
| +61% | +$698K | 0.06% | 124 |
|
|
2015
Q1 | $1.18M | Buy |
+23,808
| New | +$1.25M | 0.05% | 143 |
|
Other funds holding WEC
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Swiss Life Asset Management's WEC Position: Q2 2026 in Review
Swiss Life Asset Management reduced its WEC Energy (WEC) stake by 4.2% in Q2 2026, selling an estimated $217K and leaving 42,929 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #452.
Swiss Life Asset Management first reported a position in WEC in Q1 2015 and has held it in 43 quarters since. The position peaked at $12.5M in Q2 2018. 1,065 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Swiss Life Asset Management held 42,929 shares of WEC Energy worth $5.01M as of Q2 2026.
- Swiss Life Asset Management sold 1,903 WEC Energy shares in Q2 2026, an estimated $217K.
- WEC Energy made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #452 holding.
- Swiss Life Asset Management first reported a position in WEC Energy in Q1 2015 and has held it in 43 quarters since.
- Swiss Life Asset Management's WEC Energy position peaked at $12.5M in Q2 2018.
- 1,065 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.