Position in WEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$175,774,746
-$3,706,783 QoQ
Shares Held
1,518,310
-10.8% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.39053948139707.ToString("F0")%
Shared 0.ToString("F0")%
None 15.609460518602921.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Jun 30, 2021CallValue
$3,442,365
CallShares
38,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS Group AG holds $6,711,547,865 across 42 Utilities - Regulated Electric names. WEC ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,356,209 | $2,169,324,686 | |
| 2 | ETR |
Entergy Corp /De/
|
3,805,892 | $427,630,021 | |
| 3 | SO |
Southern Co
|
4,076,352 | $393,449,494 | |
| 4 | DUK |
Duke Energy CORP
|
2,747,466 | $359,753,196 | |
| 5 | EXC |
Exelon Corp
|
5,575,051 | $273,288,997 | |
| 6 | XEL |
Xcel Energy Inc
|
3,232,677 | $256,803,858 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,922,999 | $252,066,705 | |
| 8 | D |
Dominion Energy, Inc
|
3,766,590 | $232,850,592 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,774,746 | 1,518,310 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $179,481,529 | 1,701,892 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $153,810,145 | 1,342,265 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $218,906,797 | 2,100,833 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $159,261,189 | 1,461,380 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $142,504,923 | 1,515,365 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $136,784,115 | 1,422,168 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $82,074,414 | 1,046,067 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $72,831,651 | 886,893 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $60,519,406 | 719,014 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $45,483,281 | 564,659 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $50,813,444 | 575,855 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $41,422,849 | 436,996 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,973,790 | 373,014 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $15,956,278 | 178,422 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,856,088 | 217,171 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $29,989,809 | 300,469 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,595,904 | 397,609 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,526,778 | 312,095 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,442,365 | 38,700 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $24,081,432 | 270,730 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,665,520 | 338,343 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $35,351,483 | 384,130 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $28,667,379 | 295,845 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,694,600 | 258,923 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $28,704,203 | 325,703 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||