Zurich Cantonal Bank’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
Q1 | $22.5M | Buy |
193,992
+51,466
| +36% | +$5.78M | 0.05% | 311 |
|
|
2025
Q4 | $15M | Buy |
142,526
+43,999
| +45% | +$4.87M | 0.03% | 408 |
|
|
2025
Q3 | $11.3M | Sell |
98,527
-25,273
| -20% | -$2.74M | 0.03% | 446 |
|
|
2025
Q2 | $12.9M | Buy |
123,800
+36,158
| +41% | +$3.85M | 0.03% | 408 |
|
|
2025
Q1 | $9.55M | Hold |
87,642
| – | – | 0.03% | 462 |
|
|
2024
Q4 | $8.24M | Buy |
87,642
+14,466
| +20% | +$1.4M | 0.02% | 477 |
|
|
2024
Q3 | $7.04M | Buy |
73,176
+1,367
| +2% | +$121K | 0.02% | 495 |
|
|
2024
Q2 | $5.63M | Buy |
71,809
+8,636
| +14% | +$702K | 0.02% | 524 |
|
|
2024
Q1 | $5.19M | Buy |
63,173
+1,024
| +2% | +$82.3K | 0.02% | 541 |
|
|
2023
Q4 | $5.23M | Sell |
62,149
-981
| -2% | -$80.8K | 0.02% | 528 |
|
|
2023
Q3 | $5.09M | Sell |
63,130
-26
| -0% | -$2.26K | 0.02% | 503 |
|
|
2023
Q2 | $5.57M | Buy |
63,156
+2,623
| +4% | +$242K | 0.02% | 479 |
|
|
2023
Q1 | $5.74M | Buy |
60,533
+3,688
| +6% | +$341K | 0.03% | 463 |
|
|
2022
Q4 | $5.33M | Sell |
56,845
-2,665
| -4% | -$246K | 0.03% | 468 |
|
|
2022
Q3 | $5.32M | Buy |
59,510
+8,858
| +17% | +$905K | 0.03% | 453 |
|
|
2022
Q2 | $5.1M | Buy |
50,652
+1,094
| +2% | +$111K | 0.03% | 455 |
|
|
2022
Q1 | $4.95M | Buy |
49,558
+2,299
| +5% | +$217K | 0.02% | 515 |
|
|
2021
Q4 | $4.59M | Sell |
47,259
-5,567
| -11% | -$509K | 0.02% | 553 |
|
|
2021
Q3 | $4.66M | Sell |
52,826
-899
| -2% | -$84.3K | 0.03% | 535 |
|
|
2021
Q2 | $4.78M | Sell |
53,725
-21,467
| -29% | -$2.02M | 0.03% | 503 |
|
|
2021
Q1 | $7.04M | Sell |
75,192
-1,460
| -2% | -$127K | 0.04% | 395 |
|
|
2020
Q4 | $7.05M | Sell |
76,652
-8,581
| -10% | -$835K | 0.04% | 395 |
|
|
2020
Q3 | $8.26M | Buy |
85,233
+8,265
| +11% | +$770K | 0.06% | 301 |
|
|
2020
Q2 | $6.75M | Buy |
76,968
+11,423
| +17% | +$1.03M | 0.06% | 313 |
|
|
2020
Q1 | $5.78M | Sell |
65,545
-2,914
| -4% | -$280K | 0.05% | 339 |
|
|
2019
Q4 | $6.31M | Sell |
68,459
-10,501
| -13% | -$957K | 0.05% | 378 |
|
|
2019
Q3 | $7.51M | Buy |
78,960
+2,894
| +4% | +$261K | 0.06% | 325 |
|
|
2019
Q2 | $6.34M | Sell |
76,066
-6,267
| -8% | -$503K | 0.05% | 369 |
|
|
2019
Q1 | $6.51M | Buy |
82,333
+1,507
| +2% | +$112K | 0.06% | 342 |
|
|
2018
Q4 | $5.6M | Sell |
80,826
-2,958
| -4% | -$208K | 0.06% | 356 |
|
|
2018
Q3 | $5.59M | Sell |
83,784
-1,009
| -1% | -$67.3K | 0.05% | 396 |
|
|
2018
Q2 | $5.48M | Buy |
84,793
+3,113
| +4% | +$193K | 0.05% | 396 |
|
|
2018
Q1 | $5.12M | Sell |
81,680
-7,500
| -8% | -$465K | 0.05% | 410 |
|
|
2017
Q4 | $5.92M | Sell |
89,180
-16,085
| -15% | -$1.08M | 0.05% | 374 |
|
|
2017
Q3 | $6.61M | Sell |
105,265
-71,148
| -40% | -$4.54M | 0.06% | 354 |
|
|
2017
Q2 | $10.8M | Sell |
176,413
-20,294
| -10% | -$1.25M | 0.11% | 216 |
|
|
2017
Q1 | $11.9M | Sell |
196,707
-40,000
| -17% | -$2.36M | 0.12% | 198 |
|
|
2016
Q4 | $13.9M | Sell |
236,707
-180,326
| -43% | -$10.3M | 0.14% | 159 |
|
|
2016
Q3 | $25M | Buy |
417,033
+57,968
| +16% | +$3.62M | 0.26% | 85 |
|
|
2016
Q2 | $23.4M | Buy |
359,065
+117,247
| +48% | +$7.05M | 0.31% | 72 |
|
|
2016
Q1 | $14.5M | Sell |
241,818
-12,050
| -5% | -$675K | 0.18% | 119 |
|
|
2015
Q4 | $13M | Buy |
253,868
+131,664
| +108% | +$6.72M | 0.16% | 132 |
|
|
2015
Q3 | $6.38M | Buy |
122,204
+55,295
| +83% | +$2.69M | 0.09% | 209 |
|
|
2015
Q2 | $539K | Buy |
66,909
+15,050
| +29% | +$723K | 0.01% | 833 |
|
|
2015
Q1 | $2.57M | Sell |
51,859
-2,524
| -5% | -$132K | 0.04% | 457 |
|
|
2014
Q4 | $2.87M | Buy |
54,383
+13,554
| +33% | +$665K | 0.09% | 285 |
|
|
2014
Q3 | $1.76M | Buy |
40,829
+25,000
| +158% | +$1.11M | 0.06% | 387 |
|
|
2014
Q2 | $743K | Hold |
15,829
| – | – | 0.02% | 630 |
|
|
2014
Q1 | $737K | Buy |
15,829
+2,775
| +21% | +$120K | 0.02% | 593 |
|
|
2013
Q4 | $540K | Buy |
13,054
+718
| +6% | +$29.8K | 0.02% | 612 |
|
|
2013
Q3 | $498K | Buy |
12,336
+1,278
| +12% | +$53.2K | 0.02% | 606 |
|
|
2013
Q2 | $453K | Buy |
+11,058
| New | +$469K | 0.02% | 599 |
|
Other funds holding WEC
VCM
VPM
Zurich Cantonal Bank's WEC Position: Q1 2026 in Review
Zurich Cantonal Bank increased its WEC Energy (WEC) stake by 36% in Q1 2026, buying an estimated $5.78M and bringing the position to 193,992 shares worth $22.5M. The position accounts for 0.05% of the portfolio, ranked #311.
Zurich Cantonal Bank first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $25M in Q3 2016. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Zurich Cantonal Bank held 193,992 shares of WEC Energy worth $22.5M as of Q1 2026.
- Zurich Cantonal Bank bought 51,466 WEC Energy shares in Q1 2026, an estimated $5.78M.
- WEC Energy made up 0.05% of Zurich Cantonal Bank's portfolio in Q1 2026, its #311 holding.
- Zurich Cantonal Bank first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
- Zurich Cantonal Bank's WEC Energy position peaked at $25M in Q3 2016.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.