13F

Stock

Wec Energy Group, Inc.

WEC · held by 18 managers

Reported value

$133.2M

Holders

18

+2 new · −0 exited

Holders’ est. mark

−$7.07M

Price effect on 14 books still in the name

Largest holder

$104.6M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1M$104.6M−$3.64MAdded$21.6M
Sanctuary Advisors, LLC99.6K$10.4M−$439.8KAdded$354.5K
ONTARIO TEACHERS PENSION PLAN BOARD55K$5.73M−$105.4KAdded$3.33M
Swiss Life Asset Management Ltd37.8K$3.94M−$180.7KCut−$3.99M
BROADWATER CAPITAL MANAGEMENT LLC2.42M$2.42M−$2.51MCut−$110.9K
Savant Capital, LLC21.4K$2.23M−$102.2KCut−$155.2K
Cresset Asset Management, LLC13.8K$1.44MHeld
American State Bank (Iowa)9.58K$998.7K−$45.8KCut−$45.8K
DANSKE BANK A/S4.36K$454.2K−$16.9KAdded$69.1K
INDEPENDENT FINANCIAL GROUP, LLC3.21K$334.2K−$15.3KCut−$72K
Pine Valley Investments Ltd Liability Co2.14K$222.8K−$9.89KCut−$2.7K
ELEVATION POINT WEALTH PARTNERS, LLC1.22K$127.3KNew
Prestige Wealth Management Group LLC975$101.6K−$4.65KCut−$4.44K
VIRTUS ADVISERS, LLC870$90.7KNew
OP Asset Management Ltd760$79.2K−$3.63KCut−$3.63K
Medallion Wealth Advisors, LLC332$34.8K−$1.37KCut−$1.37K
Essential Partners LLC49$5.11KHeld
Clark Wealth Partners17$1.77K−$82Cut−$82

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.