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WEC in the 13F filings

Wec Energy Group Inc · CUSIP 92939U106

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 10 listed it in both
Shares listed
13,994,648
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 93 comparable managers: 9 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WEC in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Invesco Ltd6,081,006$512m0.12%Added+1,864,74213 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,866,745$157m0.14%Added+23,76214 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,814,324$153m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,687,894$142munder 0.1%Trimmed-235,62016 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC484,034$41m0.08%Newnew14 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC413,612$35m0.14%Added+64,92114 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC371,835$31m0.06%Trimmed-26,83214 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC336,215$28m0.05%Added+30,25214 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP229,834$19munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co206,184$17munder 0.1%Added+192,15726 Jan 2024 (the filing on sec.gov)
Soroban Capital Partners LP193,778$16m0.20%Newnew14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC124,284$10m0.07%Trimmed-20,02014 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP94,148$7.9m0.05%Trimmed-55,75214 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP90,755$7.6munder 0.1%Trimmed-24,16114 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

05101520201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WEC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201510$283mn.a.n.a.
Q3 20157$402mn.a.n.a.
Q4 20155$462mn.a.n.a.
Q1 20167$487mn.a.n.a.
Q2 20169$582mn.a.n.a.
Q3 201610$467mn.a.n.a.
Q4 201610$572mn.a.n.a.
Q1 201710$498mn.a.n.a.
Q2 201710$453mn.a.n.a.
Q3 20179$572mn.a.n.a.
Q4 201710$700mn.a.n.a.
Q1 201811$625mn.a.n.a.
Q2 201810$663mn.a.n.a.
Q3 20188$746mn.a.n.a.
Q4 201811$930mn.a.n.a.
Q1 201912$1.1bnn.a.n.a.
Q2 201910$1.0bnn.a.n.a.
Q3 201913$1.0bnn.a.n.a.
Q4 201912$744mn.a.n.a.
Q1 202018$625mn.a.n.a.
Q2 202013$399mn.a.n.a.
Q3 20207$374mn.a.n.a.
Q4 202011$398mn.a.n.a.
Q1 20215$304mn.a.n.a.
Q2 20219$452mn.a.n.a.
Q3 202110$574mn.a.n.a.
Q4 202110$547mn.a.n.a.
Q1 202219$1.3bnn.a.n.a.
Q2 202217$1.5bnn.a.n.a.
Q3 202217$1.1bnn.a.n.a.
Q4 202211$1.1bnn.a.n.a.
Q1 202310$895mn.a.n.a.
Q2 202310$886mn.a.n.a.
Q3 202312$767mn.a.n.a.
Q4 202314$1.2bn97
Q1 202414$966m77
Q2 202413$440m76
Q3 20248$1.1bn54
Q4 202412$1.8bn93
Q1 202512$2.0bn66
Q2 202511$2.0bn75
Q3 202512$2.3bn94
Q4 202512$1.8bn1916
Q1 202617$1.8bn1618
Q2 202614$1.5bn1421

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WEC and SO →WEC and D →WEC and NEE →Choose a stock to compare with WEC →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WEC, latest filings →Back to the 13F Explorer →