Holders over time
Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
- WEC
- D
| Quarter | WEC | D |
|---|---|---|
| Q3 2020 | 7 holders, $374m | 20 holders, $8.7bn |
| Q4 2020 | 11 holders, $398m | 28 holders, $7.2bn |
| Q1 2021 | 5 holders, $304m | 26 holders, $7.4bn |
| Q2 2021 | 9 holders, $452m | 21 holders, $7.5bn |
| Q3 2021 | 10 holders, $574m | 16 holders, $7.2bn |
| Q4 2021 | 10 holders, $547m | 18 holders, $8.2bn |
| Q1 2022 | 19 holders, $1.3bn | 19 holders, $9.3bn |
| Q2 2022 | 17 holders, $1.5bn | 20 holders, $9.3bn |
| Q3 2022 | 17 holders, $1.1bn | 17 holders, $7.5bn |
| Q4 2022 | 11 holders, $1.1bn | 24 holders, $6.3bn |
| Q1 2023 | 10 holders, $895m | 19 holders, $6.1bn |
| Q2 2023 | 10 holders, $886m | 12 holders, $5.7bn |
| Q3 2023 | 12 holders, $767m | 12 holders, $5.4bn |
| Q4 2023 | 14 holders, $1.2bn | 15 holders, $6.4bn |
| Q1 2024 | 14 holders, $966m | 10 holders, $6.5bn |
| Q2 2024 | 13 holders, $440m | 9 holders, $6.2bn |
| Q3 2024 | 8 holders, $1.1bn | 14 holders, $7.4bn |
| Q4 2024 | 12 holders, $1.8bn | 13 holders, $6.5bn |
| Q1 2025 | 12 holders, $2.0bn | 16 holders, $7.0bn |
| Q2 2025 | 11 holders, $2.0bn | 10 holders, $8.8bn |
| Q3 2025 | 12 holders, $2.3bn | 8 holders, $9.8bn |
| Q4 2025 | 12 holders, $1.8bn | 12 holders, $10.5bn |
| Q1 2026 | 17 holders, $1.8bn | 11 holders, $10.4bn |
| Q2 2026 | 14 holders, $1.5bn | 13 holders, $12.4bn |
WEC
Wec Energy Group Inc
- Holders
- 8
- Reported value
- $1.1bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 94 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 14
- Reported value
- $7.4bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Among the 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.