WEC Energy Group Inc. (wec 4.375 06/01/29)
13F holders, Q2 2026 (June 30)10holders +1
3new positions
2sold out
$1.24avg. 13F price*
At the end of Q2 2026, 10 institutions reported holding WEC Energy Group Inc. (wec 4.375 06/01/29) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were TPG GP A, LLC ($42.1M), Rational Advisors, Inc. ($9.8M) and Bank of New York Mellon Corp ($372K).
- Company
- WEC Energy Group Inc. (wec 4.375 06/01/29)
- CUSIP
- 92939UAR7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $41K |
| Exits | 2 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 38,436 shares bought and 1,963,000 shares sold, net −1,924,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| TPG GP A, LLC | 0.90% | No change | 34,000,000 | $42.1M |
| Rational Advisors, Inc. | 0.95% | No change | 7,944,000 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $372K |
| &partners | 0.00% | Add +3.2% | 163,000 | $202K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.2% | 162,000 | $201K |
| Stephens Inc. | 0.00% | Reduce -2.0% | 49,000 | $61K |
| Focus Partners Wealth | 0.00% | New | 23,000 | $28K |
| Lanark Financial, Inc. | 0.00% | New | 8,000 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $4K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,436 | $3K |
"% of holder's portfolio" is WEC ENERGY GROUP INC (WEC 4.375 06/01/29)'s weight in each manager's 13F, not the share of WEC Energy Group Inc. (wec 4.375 06/01/29) the manager owns.