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WEC · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WECD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
0102030202120222023202420252026
Holders and value by quarter
QuarterWECD
Q3 20207 holders, $374m20 holders, $8.7bn
Q4 202011 holders, $398m28 holders, $7.2bn
Q1 20215 holders, $304m26 holders, $7.4bn
Q2 20219 holders, $452m21 holders, $7.5bn
Q3 202110 holders, $574m16 holders, $7.2bn
Q4 202110 holders, $547m18 holders, $8.2bn
Q1 202219 holders, $1.3bn19 holders, $9.3bn
Q2 202217 holders, $1.5bn20 holders, $9.3bn
Q3 202217 holders, $1.1bn17 holders, $7.5bn
Q4 202211 holders, $1.1bn24 holders, $6.3bn
Q1 202310 holders, $895m19 holders, $6.1bn
Q2 202310 holders, $886m12 holders, $5.7bn
Q3 202312 holders, $767m12 holders, $5.4bn
Q4 202314 holders, $1.2bn15 holders, $6.4bn
Q1 202414 holders, $966m10 holders, $6.5bn
Q2 202413 holders, $440m9 holders, $6.2bn
Q3 20248 holders, $1.1bn14 holders, $7.4bn
Q4 202412 holders, $1.8bn13 holders, $6.5bn
Q1 202512 holders, $2.0bn16 holders, $7.0bn
Q2 202511 holders, $2.0bn10 holders, $8.8bn
Q3 202512 holders, $2.3bn8 holders, $9.8bn
Q4 202512 holders, $1.8bn12 holders, $10.5bn
Q1 202617 holders, $1.8bn11 holders, $10.4bn
Q2 202614 holders, $1.5bn13 holders, $12.4bn
WEC

Wec Energy Group Inc

Holders
12
Reported value
$2.0bn
Buyers
6
Sellers
6

Breadth 0 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
16
Reported value
$7.0bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WEC (9)

Baillie Gifford & Co, Brevan Howard Capital Management LP, Citadel Advisors LLC, Element Capital Management LLC, Hudson Bay Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Soroban Capital Partners LP, Verition Fund Management LLC

Only D (13)

AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Man Group PLC, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP

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.

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