Vontobel Holding’s WEC Energy WEC Stock Holding History

Vontobel Holding’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 Q3	$440K	Sell	4,370 -65	-1%	-$7.08K	﹤0.01%	1107
2026 Q2	$518K	Buy	4,435 +453	+11%	+$51.7K	﹤0.01%	1036
2026 Q1	$461K	Hold	3,982	–	–	﹤0.01%	880
2025 Q4	$420K	Hold	3,982	–	–	﹤0.01%	1046
2025 Q3	$456K	Buy	+3,982	New	+$432K	﹤0.01%	977
2021 Q4	–	Sell	-5,565	Closed	-$491K	–	1217
2021 Q3	$491K	Sell	5,565 -416	-7%	-$39K	﹤0.01%	801
2021 Q2	$532K	Buy	5,981 +315	+6%	+$29.7K	﹤0.01%	742
2021 Q1	$530K	Buy	5,666 +1,802	+47%	+$157K	﹤0.01%	657
2020 Q4	$329K	Buy	+3,864	New	+$376K	﹤0.01%	778

Other funds holding WEC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vontobel Holding's WEC Position: Q3 2026 in Review

Vontobel Holding reduced its WEC Energy (WEC) stake by 1.5% in Q3 2026, selling an estimated $7.08K and leaving 4,370 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Vontobel Holding first reported a position in WEC in Q4 2020 and has held it in 9 quarters since. The position peaked at $532K in Q2 2021. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Vontobel Holding held 4,370 shares of WEC Energy worth $440K as of Q3 2026.
Vontobel Holding sold 65 WEC Energy shares in Q3 2026, an estimated $7.08K.
WEC Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1107 holding.
Vontobel Holding first reported a position in WEC Energy in Q4 2020 and has held it in 9 quarters since.
Vontobel Holding's WEC Energy position peaked at $532K in Q2 2021.
857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.