WEC Energy Group Inc. (wec 4.375 06/01/29)
13F holders, Q1 2026 (March 31)9holders +1
4new positions
2sold out
$1.24avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding WEC Energy Group Inc. (wec 4.375 06/01/29) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were TPG GP A, LLC ($42.1M), Rational Advisors, Inc. ($9.8M) and Mizuho Securities USA LLC ($2.4M).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $54.2M |
| Exits | 2 | $23K |
All 13F filers, Q4 2025 → Q1 2026: 44,011,000 shares bought and 23,000 shares sold, net +43,988,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| TPG GP A, LLC | 1.23% | New | 34,000,000 | $42.1M |
| Rational Advisors, Inc. | 1.07% | New | 7,944,000 | $9.8M |
| Mizuho Securities USA LLC | 0.06% | New | 1,920,000 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $371K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.8% | 164,000 | $203K |
| &partners | 0.00% | Add +1028.6% | 158,000 | $195K |
| Stephens Inc. | 0.00% | No change | 50,000 | $62K |
| MML Investors Services, LLC | 0.00% | No change | 40,000 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,000 | $4K |
"% 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.