Vontobel Holding
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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
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

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

Vontobel Holding's WEC Position: Q2 2026 in Review

Vontobel Holding increased its WEC Energy (WEC) stake by 11% in Q2 2026, buying an estimated $51.7K and bringing the position to 4,435 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Vontobel Holding first reported a position in WEC in Q4 2020 and has held it in 8 quarters since. The position peaked at $532K in Q2 2021. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Vontobel Holding held 4,435 shares of WEC Energy worth $518K as of Q2 2026.
  • Vontobel Holding bought 453 WEC Energy shares in Q2 2026, an estimated $51.7K.
  • WEC Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1036 holding.
  • Vontobel Holding first reported a position in WEC Energy in Q4 2020 and has held it in 8 quarters since.
  • Vontobel Holding's WEC Energy position peaked at $532K in Q2 2021.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.