UBS Group’s WEC Energy WEC Stock Holding History

UBS Group’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
2021 Q3	–	Sell	-38,700	Closed	-$3.44M	–	10137
2021 Q2	$3.44M	Buy	+38,700	New	+$3.65M	﹤0.01%	3054

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's WEC Position: Q2 2026 in Review

UBS Group reduced its WEC Energy (WEC) stake by 2.2% in Q2 2026, selling an estimated $3.75M and leaving 1,485,416 shares worth $173M. The position accounts for 0.02% of the portfolio, ranked #747.

UBS Group first reported a position in WEC in Q4 2014 and has held it in 46 quarters since. The position peaked at $219M in Q2 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

UBS Group held 1,485,416 shares of WEC Energy worth $173M as of Q2 2026.
UBS Group sold 32,894 WEC Energy shares in Q2 2026, an estimated $3.75M.
WEC Energy made up 0.02% of UBS Group's portfolio in Q2 2026, its #747 holding.
UBS Group first reported a position in WEC Energy in Q4 2014 and has held it in 46 quarters since.
UBS Group's WEC Energy position peaked at $219M in Q2 2025.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.