Universal-Beteiligungs- und Servicegesellschaft
WEC icon

Universal-Beteiligungs- und Servicegesellschaft’s WEC Energy WEC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q2 		$19M Sell
162,795
-843
-0.5% -$96.2K 0.03% 425
2026
Q1 		$18.9M Buy
163,638
+5,146
+3% +$578K 0.03% 402
2025
Q4 		$16.7M Buy
158,492
+26,881
+20% +$2.98M 0.03% 455
2025
Q3 		$15.1M Buy
131,611
+12,415
+10% +$1.35M 0.03% 470
2025
Q2 		$12.4M Sell
119,196
-998
-0.8% -$106K 0.02% 510
2025
Q1 		$13.1M Sell
120,194
-3,114
-3% -$318K 0.03% 474
2024
Q4 		$11.6M Buy
+123,308
New +$12M 0.02% 508

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WEC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its WEC Energy (WEC) stake by 0.52% in Q2 2026, selling an estimated $96.2K and leaving 162,795 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #425.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 162,795 shares of WEC Energy worth $19M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 843 WEC Energy shares in Q2 2026, an estimated $96.2K.
  • WEC Energy made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #425 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.