WEC Energy Group Inc. (wec 4.375 06/01/27)
13F holders, Q4 2025 (December 31)5holders +1
2new positions
1sold out
$1.14avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding WEC Energy Group Inc. (wec 4.375 06/01/27) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Mizuho Securities USA LLC ($35.3M), Ovata Capital Management Ltd ($15.3M) and State of Wisconsin Investment Board ($3.4M).
- Company
- WEC Energy Group Inc. (wec 4.375 06/01/27)
- CUSIP
- 92939UAP1
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $15.5M |
| Exits | 1 | $8.4M |
All 13F filers, Q3 2025 → Q4 2025: 13,700,000 shares bought and 4,840,800 shares sold, net +8,859,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Mizuho Securities USA LLC | 0.58% | Reduce -13.5% | 31,000,000 | $35.3M |
| Ovata Capital Management Ltd | 1.86% | New | 13,500,000 | $15.3M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | New | 200,000 | $226K |
| Sei Investments Co. | 0.00% | No change | 153,000 | $173K |
"% of holder's portfolio" is WEC ENERGY GROUP INC (WEC 4.375 06/01/27)'s weight in each manager's 13F, not the share of WEC Energy Group Inc. (wec 4.375 06/01/27) the manager owns.