Cliff Asness’s WEC Holdings & Trades

First Buy
Q2 2015
Duration Held
42 Quarters
Largest Add
Q2 2018
+198,324 Shares
Current Position
598,723 Shares
$68.52 M Value

Cliff Asness's WEC Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 598,723 shares of WEC Energy Group, Inc. (WEC) worth $68.52 M, representing 0.04% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WEC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 198,324 shares. Largest reduction occurred in Q2 2020, reducing 136,212 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's WEC Energy Group (WEC) Holding Value Over Time

Track share changes against reported price movement

Quarterly WEC Energy Group (WEC) Trades by Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2015 +160,477 New Buy 160,477 $44.97
Q3 2015 -22,931 Reduce 14.29% 137,546 $52.22
Q4 2015 +58,282 Add 42.37% 195,828 $51.31
Q1 2016 +8,829 Add 4.51% 204,657 $60.07
Q2 2016 +30,805 Add 15.05% 235,462 $65.30
Q3 2016 +64,635 Add 27.45% 300,097 $59.88
Q4 2016 +57,175 Add 19.05% 357,272 $58.65
Q1 2017 +14,643 Add 4.10% 371,915 $60.63
Q2 2017 +11,694 Add 3.14% 383,609 $61.38
Q3 2017 +35,967 Add 9.38% 419,576 $62.78
Q4 2017 +64,421 Add 15.35% 483,997 $66.43
Q1 2018 +138,177 Add 28.55% 622,174 $62.70
Q2 2018 +198,324 Add 31.88% 820,498 $64.65
Q3 2018 -92,161 Reduce 11.23% 728,337 $66.76
Q4 2018 -6,591 Reduce 0.90% 721,746 $69.26
Q1 2019 -5,038 Reduce 0.70% 716,708 $79.08
Q2 2019 +18,719 Add 2.61% 735,427 $83.27
Q3 2019 +25,783 Add 3.51% 761,210 $95.10
Q4 2019 +52,720 Add 6.93% 813,930 $92.23
Q1 2020 -2,907 Reduce 0.36% 811,023 $87.86
Q2 2020 -136,212 Reduce 16.80% 674,811 $87.07
Q3 2020 -26,895 Reduce 3.99% 647,916 $96.52
Q4 2020 +108,958 Add 16.82% 756,874 $90.85
Q1 2021 -57,573 Reduce 7.61% 699,301 $93.30
Q2 2021 -43,473 Reduce 6.22% 655,828 $88.72
Q3 2021 -3,112 Reduce 0.47% 652,716 $88.20
Q4 2021 -31,023 Reduce 4.75% 621,693 $96.81
Q1 2022 +109,932 Add 17.68% 731,625 $99.81
Q2 2022 +34,678 Add 4.74% 766,303 $100.00
Q3 2022 -74,698 Reduce 9.75% 691,605 $89.43
Q4 2022 -72,419 Reduce 10.47% 619,186 $93.76
Q1 2023 -100,911 Reduce 16.30% 518,275 $94.74
Q2 2023 -49,838 Reduce 9.62% 468,437 $87.53
Q3 2023 -69,770 Reduce 14.89% 398,667 $80.55
Q4 2023 -26,832 Reduce 6.73% 371,835 $83.70
Q1 2024 -64,412 Reduce 17.32% 307,423 $81.73
Q2 2024 +8,896 Add 2.89% 316,319 $78.23
Q3 2024 -52,613 Reduce 16.63% 263,706 $95.41
Q4 2024 +35,824 Add 13.58% 299,530 $94.04
Q1 2025 +23,292 Add 7.78% 322,822 $108.84
Q2 2025 +122,516 Add 37.95% 445,338 $103.26
Q3 2025 +153,385 Add 34.44% 598,723 $114.44

Cliff Asness's WEC Energy Group Investment FAQs

Cliff Asness first purchased WEC Energy Group, Inc. (WEC) in Q2 2015, acquiring 160,477 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held WEC Energy Group, Inc. (WEC) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to WEC Energy Group, Inc. (WEC) was in Q2 2018, adding 820,498 shares worth $53.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 598,723 shares of WEC Energy Group, Inc. (WEC), valued at approximately $68.52 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, WEC Energy Group, Inc. (WEC) represents approximately 0.04% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's peak holding in WEC Energy Group, Inc. (WEC) was 820,498 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.