Towarzystwo Funduszy Inwestycyjnych PZU SA’s WEC Energy WEC Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$51.4K	Hold	440	–	–	0.01%	464
2026 Q1	$50.9K	Hold	440	–	–	0.02%	415
2025 Q4	$46.4K	Hold	440	–	–	0.01%	456
2025 Q3	$50.4K	Hold	440	–	–	0.01%	415
2025 Q2	$45.8K	Hold	440	–	–	0.01%	436
2025 Q1	$48K	Buy	440 +200	+83%	+$20.4K	0.02%	396
2024 Q4	$22.6K	Hold	240	–	–	0.01%	516
2024 Q3	$23.1K	Hold	240	–	–	0.01%	474
2024 Q2	$18.8K	Hold	240	–	–	0.01%	458
2024 Q1	$19.7K	Hold	240	–	–	0.01%	454
2023 Q4	$20.2K	Buy	+240	New	+$19.8K	0.01%	433
2021 Q3	$22.1K	Hold	250	–	–	0.03%	278
2021 Q2	$22.2K	Hold	250	–	–	0.03%	280
2021 Q1	$23.4K	Hold	250	–	–	0.03%	230
2020 Q4	$23K	Buy	+250	New	+$24.3K	0.02%	215

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's WEC Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA held its WEC Energy (WEC) position steady in Q2 2026 at 440 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #464.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WEC in Q4 2020 and has held it in 15 quarters since. 1,065 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 440 shares of WEC Energy worth $51.4K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #464 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WEC Energy in Q4 2020 and has held it in 15 quarters since.
1,065 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.