UBS Group
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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
2015
Q2 		– Sell
-2,800
Closed -$139K – 8881
2015
Q1 		$139K Sell
2,800
-1,300
-32% -$68K ﹤0.01% 5169
2014
Q4 		$216K Buy
+4,100
New +$201K ﹤0.01% 4978

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

UBS Group's WEC Position: Q1 2026 in Review

UBS Group reduced its WEC Energy (WEC) stake by 11% in Q1 2026, selling an estimated $20.6M and leaving 1,518,310 shares worth $176M. The position accounts for 0.03% of the portfolio, ranked #681.

UBS Group first reported a position in WEC in Q4 2014 and has held it in 45 quarters since. The position peaked at $219M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • UBS Group held 1,518,310 shares of WEC Energy worth $176M as of Q1 2026.
  • UBS Group sold 183,582 WEC Energy shares in Q1 2026, an estimated $20.6M.
  • WEC Energy made up 0.03% of UBS Group's portfolio in Q1 2026, its #681 holding.
  • UBS Group first reported a position in WEC Energy in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's WEC Energy position peaked at $219M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.