WEC Energy Group Inc. (wec 4.375 06/01/29)
13F holders, Q4 2025 (December 31)8holders +1
3new positions
2sold out
$1.17avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding WEC Energy Group Inc. (wec 4.375 06/01/29) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Angelo Gordon & Co., L.P. ($39.7M), Bank of New York Mellon Corp ($350K) and Oppenheimer Asset Management Inc. ($195K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $70K |
| Exits | 2 | $33K |
All 13F filers, Q3 2025 → Q4 2025: 64,000 shares bought and 30,000 shares sold, net +34,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Angelo Gordon & Co., L.P. | 4.66% | No change | 34,000,000 | $39.7M |
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $350K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.2% | 167,000 | $195K |
| Stephens Inc. | 0.00% | No change | 50,000 | $58K |
| MML Investors Services, LLC | 0.00% | New | 40,000 | $47K |
| Natixis | 0.00% | New | 15,000 | $18K |
| &partners | 0.00% | Add +40.0% | 14,000 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 5,000 | $6K |
"% 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.