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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group's WEC Position: Q3 2026 in Review

UBS Group increased its WEC Energy (WEC) stake by 80% in Q3 2026, buying an estimated $129M and bringing the position to 2,671,635 shares worth $269M. The position accounts for 0.04% of the portfolio, ranked #505.

UBS Group first reported a position in WEC in Q4 2014 and has held it in 47 quarters since. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

UBS Group held 2,671,635 shares of WEC Energy worth $269M as of Q3 2026.
UBS Group bought 1,186,219 WEC Energy shares in Q3 2026, an estimated $129M.
WEC Energy made up 0.04% of UBS Group's portfolio in Q3 2026, its #505 holding.
UBS Group first reported a position in WEC Energy in Q4 2014 and has held it in 47 quarters since.
857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.