SEC 13F Intelligence

Westwood Holdings Group Inc / WEC

Westwood Holdings Group Inc’s Wec Energy Group Inc Position

Does Westwood Holdings Group Inc own Wec Energy Group Inc (WEC)? Yes — 739.2K shares worth $86M (+0.62% of its 13F portfolio) as of Q1 2026, down from 765.7K shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
739.2K
% of Portfolio
+0.62%
Quarters Held
30
currently held

Position History WEC

Reported value by quarter
Q4 ’18: $86MQ4 ’18Q1 ’19: $98MQ2 ’19: $89MQ3 ’19: $87MQ4 ’19: $65MQ4 ’19Q1 ’20: $61MQ2 ’20: $54MQ3 ’20: $64MQ4 ’20: $62MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $87MQ3 ’22: $78MQ4 ’22: $104,642Q4 ’22Q1 ’23: $107,235Q2 ’23: $84,746Q3 ’23: $81,646Q4 ’23: $101,801Q4 ’23Q1 ’24: $108,458Q2 ’24: $102MQ3 ’24: $117MQ4 ’24: $109MQ4 ’24Q1 ’25: $114MQ2 ’25: $103MQ3 ’25: $102MQ4 ’25: $81MQ4 ’25Q1 ’26: $86Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026739.2K$86M+0.62%
Q4 2025765.7K$81M+0.66%
Q3 2025891.0K$102M+0.73%
Q2 2025987.6K$103M+0.76%
Q1 20251.05M$114M+0.86%
Q4 20241.16M$109M+0.84%
Q3 20241.22M$117M+0.49%
Q2 20241.30M$102M+0.47%
Q1 20241.32M$108,458+0.86%
Q4 20231.21M$101,801+0.86%
Q3 20231.01M$81,646+0.76%
Q2 2023960.4K$84,746+0.76%
Q1 20231.13M$107,235+0.96%
Q4 20221.12M$104,642+0.92%
Q3 2022871.2K$78M+0.92%
Q2 2022864.2K$87M+0.95%
Q1 2022118.9K$12M+0.11%
Q4 2021119.5K$12M+0.10%
Q3 2021102.3K$9M+0.10%
Q2 2021103.0K$9M+0.09%
Q1 2021100.5K$9M+0.09%
Q4 2020676.1K$62M+0.72%
Q3 2020655.6K$64M+0.80%
Q2 2020618.2K$54M+0.72%
Q1 2020693.3K$61M+0.92%
Q4 2019709.4K$65M+0.70%
Q3 2019916.8K$87M+0.96%
Q2 20191.07M$89M+0.97%
Q1 20191.24M$98M+1.02%
Q4 20181.23M$86M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of WEC.