UBS Group’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 | $176M | Sell |
1,518,310
-183,582
| -11% | -$20.6M | 0.03% | 681 |
|
|
2025
Q4 | $179M | Buy |
1,701,892
+359,627
| +27% | +$39.8M | 0.04% | 631 |
|
|
2025
Q3 | $154M | Sell |
1,342,265
-758,568
| -36% | -$82.2M | 0.03% | 733 |
|
|
2025
Q2 | $219M | Buy |
2,100,833
+639,453
| +44% | +$68M | 0.05% | 498 |
|
|
2025
Q1 | $159M | Sell |
1,461,380
-53,985
| -4% | -$5.51M | 0.04% | 637 |
|
|
2024
Q4 | $143M | Buy |
1,515,365
+93,197
| +7% | +$9.04M | 0.03% | 695 |
|
|
2024
Q3 | $137M | Buy |
1,422,168
+376,101
| +36% | +$33.3M | 0.04% | 577 |
|
|
2024
Q2 | $82.1M | Buy |
1,046,067
+159,174
| +18% | +$12.9M | 0.03% | 747 |
|
|
2024
Q1 | $72.8M | Buy |
886,893
+167,879
| +23% | +$13.5M | 0.02% | 817 |
|
|
2023
Q4 | $60.5M | Buy |
719,014
+154,355
| +27% | +$12.7M | 0.02% | 871 |
|
|
2023
Q3 | $45.5M | Sell |
564,659
-11,196
| -2% | -$973K | 0.02% | 919 |
|
|
2023
Q2 | $50.8M | Buy |
575,855
+138,859
| +32% | +$12.8M | 0.02% | 821 |
|
|
2023
Q1 | $41.4M | Buy |
436,996
+63,982
| +17% | +$5.92M | 0.02% | 886 |
|
|
2022
Q4 | $35M | Buy |
373,014
+194,592
| +109% | +$18M | 0.02% | 1031 |
|
|
2022
Q3 | $16M | Sell |
178,422
-38,749
| -18% | -$3.96M | 0.01% | 1427 |
|
|
2022
Q2 | $21.9M | Sell |
217,171
-83,298
| -28% | -$8.45M | 0.01% | 1248 |
|
|
2022
Q1 | $30M | Sell |
300,469
-97,140
| -24% | -$9.17M | 0.01% | 1151 |
|
|
2021
Q4 | $38.6M | Buy |
397,609
+85,514
| +27% | +$7.82M | 0.02% | 1115 |
|
|
2021
Q3 | $27.5M | Buy |
312,095
+41,365
| +15% | +$3.88M | 0.01% | 1251 |
|
|
2021
Q2 | $24.1M | Sell |
270,730
-67,613
| -20% | -$6.37M | 0.01% | 1351 |
|
|
2021
Q1 | $31.7M | Sell |
338,343
-45,787
| -12% | -$3.99M | 0.01% | 1127 |
|
|
2020
Q4 | $35.4M | Buy |
384,130
+88,285
| +30% | +$8.59M | 0.02% | 978 |
|
|
2020
Q3 | $28.7M | Buy |
295,845
+36,922
| +14% | +$3.44M | 0.01% | 948 |
|
|
2020
Q2 | $22.7M | Sell |
258,923
-66,780
| -21% | -$6.02M | 0.01% | 1023 |
|
|
2020
Q1 | $28.7M | Sell |
325,703
-259,248
| -44% | -$24.9M | 0.02% | 799 |
|
|
2019
Q4 | $54M | Buy |
584,951
+196,694
| +51% | +$17.9M | 0.02% | 738 |
|
|
2019
Q3 | $36.9M | Buy |
388,257
+87,620
| +29% | +$7.89M | 0.02% | 850 |
|
|
2019
Q2 | $25.1M | Buy |
300,637
+70,018
| +30% | +$5.61M | 0.01% | 1052 |
|
|
2019
Q1 | $18.2M | Buy |
230,619
+10,481
| +5% | +$778K | 0.01% | 1198 |
|
|
2018
Q4 | $15.2M | Sell |
220,138
-121,759
| -36% | -$8.55M | 0.01% | 1274 |
|
|
2018
Q3 | $22.8M | Buy |
341,897
+135,751
| +66% | +$9.05M | 0.01% | 1121 |
|
|
2018
Q2 | $13.3M | Sell |
206,146
-12,459
| -6% | -$774K | 0.01% | 1487 |
|
|
2018
Q1 | $13.7M | Sell |
218,605
-61,593
| -22% | -$3.82M | 0.01% | 1436 |
|
|
2017
Q4 | $18.6M | Sell |
280,198
-88,637
| -24% | -$5.95M | 0.01% | 1247 |
|
|
2017
Q3 | $23.2M | Buy |
368,835
+71,215
| +24% | +$4.54M | 0.01% | 1022 |
|
|
2017
Q2 | $18.3M | Buy |
297,620
+31,543
| +12% | +$1.95M | 0.01% | 1093 |
|
|
2017
Q1 | $16.1M | Sell |
266,077
-55,552
| -17% | -$3.27M | 0.01% | 1165 |
|
|
2016
Q4 | $18.9M | Buy |
321,629
+46,099
| +17% | +$2.64M | 0.01% | 1064 |
|
|
2016
Q3 | $16.5M | Sell |
275,530
-41,279
| -13% | -$2.58M | 0.01% | 1095 |
|
|
2016
Q2 | $20.7M | Buy |
316,809
+26,918
| +9% | +$1.62M | 0.02% | 915 |
|
|
2016
Q1 | $17.4M | Buy |
289,891
+5,459
| +2% | +$306K | 0.01% | 971 |
|
|
2015
Q4 | $14.6M | Buy |
284,432
+22,515
| +9% | +$1.15M | 0.01% | 1146 |
|
|
2015
Q3 | $13.7M | Buy |
+261,917
| New | +$12.7M | 0.01% | 1150 |
|
|
2015
Q2 | – | Sell |
-282,214
| Closed | -$14M | – | 8880 |
|
|
2015
Q1 | $14M | Buy |
282,214
+26,521
| +10% | +$1.39M | 0.01% | 1203 |
|
|
2014
Q4 | $13.5M | Buy |
+255,693
| New | +$12.5M | 0.01% | 1271 |
|
Other funds holding WEC
VCM
VPM
