UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WEC — Wec Energy Group, Inc.
CIK 861177
NEW YORK, NY
Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$192,007,127
+$10,693,830 QoQ
Shares Held
1,644,319
+5.0% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#32
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. WEC ranks #15 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,007,127 | 1,644,319 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $181,313,297 | 1,566,151 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $162,615,095 | 1,541,960 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $193,639,105 | 1,689,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,161,791 | 1,997,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $180,012,612 | 1,651,795 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $155,844,305 | 1,657,213 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $126,560,082 | 1,315,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $124,323,553 | 1,584,547 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $105,856,124 | 1,289,042 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $109,096,520 | 1,296,145 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $96,717,106 | 1,200,709 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $103,991,893 | 1,178,512 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $111,711,146 | 1,178,512 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $116,436,975 | 1,241,862 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $105,315,802 | 1,177,634 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $136,204,561 | 1,353,384 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $120,406,188 | 1,206,354 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $106,423,466 | 1,096,358 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $186,916,522 | 2,119,235 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $116,609,352 | 1,310,954 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $117,653,013 | 1,257,111 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $119,804,556 | 1,301,799 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $270,969,314 | 2,796,381 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $240,523,954 | 2,744,141 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $232,918,861 | 2,642,901 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||