Vontobel Holding
WEC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding's WEC Position: Q1 2026 in Review

Vontobel Holding held its WEC Energy (WEC) position steady in Q1 2026 at 3,982 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Vontobel Holding first reported a position in WEC in Q4 2020 and has held it in 7 quarters since. The position peaked at $532K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Vontobel Holding held 3,982 shares of WEC Energy worth $461K as of Q1 2026.
  • Vontobel Holding left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #880 holding.
  • Vontobel Holding first reported a position in WEC Energy in Q4 2020 and has held it in 7 quarters since.
  • Vontobel Holding's WEC Energy position peaked at $532K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.