Latest Period
Q1 2026
Security Snapshot
WEC ENERGY GROUP INC - NOTE 4.375% 6/0 Institutional Ownership
CUSIP: 92939UAR7
13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026
Institutions Reporting
56
Principal
$794,558,975
Price (% of par)
123.7%
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- Security type / class
- Debt / NOTE 4.375% 6/0
- Reported market price (% of par)
- 123.7%
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F principal
- $794,558,975
- Total reported market value
- $985,070,561
- Principal change
- +$104,312,975
- Market value change
- +$131,677,256
- Number of holders
- 56
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 92939UAR7 - WEC ENERGY GROUP INC - NOTE 4.375% 6/0 is tracked under CUSIP 92939UAR7.
- 56 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 53 to 56 between Q4 2025 and Q1 2026.
- Reported value moved from $846,383,064 to $985,070,561.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 56 institutions filings for Q1 2026.
Security key
92939UAR7
Latest holder period
Q1 2026
13F holders
56
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 92939UAR7:
As of 31 Mar 2026, 56 institutional investors reported holding $794,558,975 in principal (par value) of WEC ENERGY GROUP INC - NOTE 4.375% 6/0.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4