Jefferies Group's WEC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 30,920 shares of WEC Energy Group, Inc. (WEC) worth $3.61 M, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WEC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 87,307 shares. Largest reduction occurred in Q1 2024, reducing 87,307 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's WEC Energy Group (WEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEC Energy Group (WEC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +30,920 | New Buy | 30,920 | $116.77 |
| Q1 2026 | -26,279 | Sold Out | 0 | $0.00 |
| Q4 2025 | +12,589 | Add 91.96% | 26,279 | $105.46 |
| Q3 2025 | +13,690 | New Buy | 13,690 | $114.59 |
| Q2 2025 | -19,391 | Sold Out | 0 | $0.00 |
| Q1 2025 | +19,391 | New Buy | 19,391 | $108.98 |
| Q3 2024 | -67,469 | Sold Out | 0 | $0.00 |
| Q2 2024 | +67,469 | New Buy | 67,469 | $78.46 |
| Q1 2024 | -87,307 | Sold Out | 0 | $0.00 |
| Q4 2023 | +87,307 | New Buy | 87,307 | $84.17 |
| Q3 2023 | -5,526 | Sold Out | 0 | $0.00 |
| Q2 2023 | +3,010 | Add 119.63% | 5,526 | $88.24 |
| Q1 2023 | +2,516 | New Buy | 2,516 | $94.79 |
Jefferies Group's WEC Energy Group Investment FAQs
Jefferies Group first purchased WEC Energy Group, Inc. (WEC) in Q1 2023, acquiring 2,516 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held WEC Energy Group, Inc. (WEC) for 13 quarters since Q1 2023.
Jefferies Group's largest addition to WEC Energy Group, Inc. (WEC) was in Q4 2023, adding 87,307 shares worth $7.35 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 30,920 shares of WEC Energy Group, Inc. (WEC), valued at approximately $3.61 M.
As of the Q2 2026 filing, WEC Energy Group, Inc. (WEC) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in WEC Energy Group, Inc. (WEC) was 87,307 shares, as reported at the end of Q4 2023.