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WEC Energy Group Inc

CUSIP: 92939UAR7 | FRANKFURT | 80 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Advisors LLC41,060,000
0.1% of portfolio›$45.5M
Daiwa Securities Group Inc.32,000,000
0.1% of portfolio›$35.5M
Citigroup Inc10,384,000
0.0% of portfolio›$11.5M
RWC Asset Management LLP7,475,000
0.3% of portfolio›$8.3M
Thrivent Financial for Lutherans5,804,000
0.0% of portfolio›$6.5K
Mackay Shields LLC5,168,000
0.2% of portfolio›$5.7M
Rational Advisors, Inc.3,104,000
0.3% of portfolio›$3.4M
Aegon USA Investment Management, LLC500,000
0.4% of portfolio›$553.3K
Bank of New York Mellon Corp300,000
0.0% of portfolio›$333.3K
Jefferies Financial Group Inc.255,000
0.0% of portfolio›$284.8K
Oppenheimer Asset Management Inc.153,000
0.0% of portfolio›$169.3K
Calamos Wealth Management LLC98,000
0.0% of portfolio›$108.6K
Valen Private Capital, LLC18,000
0.0% of portfolio›$19.9K
Lanark Financial, Inc.12,000
0.0% of portfolio›$13.3K
Goldstein Advisors, LLC12,000
0.0% of portfolio›$13.3K
StyleTurnoverLocationFiled
Calamos Advisors LLC
41,060,000$45.5M0.1%GrowthMediumNaperville, IL2026-11-02
Daiwa Securities Group Inc.
32,000,000$35.5M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Citigroup Inc
10,384,000$11.5M0.0%CoreMediumNew York, NY2026-11-04
RWC Asset Management LLP
7,475,000$8.3M0.3%YieldMediumLondon, United Kingdom2026-10-22
Thrivent Financial for Lutherans
5,804,000$6.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Mackay Shields LLC
5,168,000$5.7M0.2%Deep ValueLowNew York, NY2026-10-13
Rational Advisors, Inc.
3,104,000$3.4M0.3%ETFMediumSan Juan, PR2026-11-02
Aegon USA Investment Management, LLC
500,000$553.3K0.4%ETFVery LowCedar Rapids, IA2026-10-30
Bank of New York Mellon Corp
300,000$333.3K0.0%CoreLowNew York, NY2026-11-05
Jefferies Financial Group Inc.
255,000$284.8K0.0%CoreVery HighNew York, NY2026-11-05
Oppenheimer Asset Management Inc.
153,000$169.3K0.0%CoreMediumNew York, NY2026-10-27
Calamos Wealth Management LLC
98,000$108.6K0.0%GrowthMediumNaperville, IL2026-11-02
Valen Private Capital, LLC
18,000$19.9K0.0%ETFN/APaoli, PA2026-10-23
Lanark Financial, Inc.
12,000$13.3K0.0%CoreMediumBirmingham, AL2026-10-26
Goldstein Advisors, LLC
12,000$13.3K0.0%ETFMediumMadison, WI2026-10-15