WEC Energy Group Inc. (wec 4.375 06/01/29)
13F holders, Q3 2025 (September 30)7holders +4
5new positions
1sold out
$1.23avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding WEC Energy Group Inc. (wec 4.375 06/01/29) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Angelo Gordon & Co., L.P. ($41.7M), Bank of New York Mellon Corp ($368K) and Oppenheimer Asset Management Inc. ($207K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $314K |
| Exits | 1 | $4.8M |
All 13F filers, Q2 2025 → Q3 2025: 257,000 shares bought and 9,147,000 shares sold, net −8,890,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Angelo Gordon & Co., L.P. | 6.07% | Reduce -12.8% | 34,000,000 | $41.7M |
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $368K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 169,000 | $207K |
| Stephens Inc. | 0.00% | New | 50,000 | $61K |
| Mizuho Securities USA LLC | 0.00% | New | 18,000 | $21K |
| &partners | 0.00% | New | 10,000 | $12K |
| Fifth Third Bancorp | 0.00% | New | 10,000 | $12K |
"% 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.