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WEC Energy

1,296 hedge funds and large institutions have $30.7B invested in WEC Energy in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 543 increasing their positions, 371 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 77

46% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 371

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 1,2591,296 (+37)

3% more capital invested

Capital invested by funds: $29.9B → $30.7B (+$764M)

0.17% less ownership

Funds ownership: 83.53%83.35% (-0.17%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,296
Holders Change
+37
Holders Change %
+2.94%
% of All Funds
17.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
134
Increased
543
Reduced
371
Closed
77
Calls
$109M
Puts
$197M
Net Calls
-$88.2M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$202M -$4.76M -43,917 -2%
UBS AM
27
UBS AM
Illinois
$194M -$33.4M -307,871 -15%
Citadel Advisors
28
Citadel Advisors
Florida
$161M -$33.6M -310,327 -18%
CIM
29
Confluence Investment Management
Missouri
$159M -$3.08M -28,419 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$157M -$3.71M -34,215 -2%
UBS Group
31
UBS Group
Switzerland
$154M -$82.2M -758,568 -36%
Caisse de Depot et Placement du Quebec (CDPQ)
32
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$152M +$6.47M +59,688 +5%
MAM
33
Magellan Asset Management
Australia
$149M -$1.77M -16,341 -1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$149M +$444K +4,098 +0.3%
CIMLRA
35
CBRE Investment Management Listed Real Assets
Pennsylvania
$142M +$19.6M +180,772 +17%
Franklin Resources
36
Franklin Resources
California
$140M -$7.35M -67,766 -5%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$139M +$3.28M +30,280 +3%
Stifel Financial
38
Stifel Financial
Missouri
$134M -$4.23M -39,035 -3%
CIC
39
Crawford Investment Counsel
Georgia
$126M +$744K +6,861 +0.6%
SCP
40
Soroban Capital Partners
New York
$126M +$83.4M +769,447 +234%
DPIM
41
Duff & Phelps Investment Management
Illinois
$118M -$9.81M -90,477 -8%
CI
42
Cincinnati Insurance
Ohio
$112M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$110M -$25.5M -234,870 -20%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$109M +$18.8M +173,684 +22%
LPL Financial
45
LPL Financial
California
$107M +$5.46M +50,415 +6%
Bessemer Group
46
Bessemer Group
New Jersey
$106M -$235K -2,165 -0.2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$105M -$4.99M -46,000 -5%
Cohen & Steers
48
Cohen & Steers
New York
$104M -$28.2M -260,502 -22%
WHG
49
Westwood Holdings Group
Texas
$102M -$10.5M -96,619 -10%
BG
50
Bahl & Gaynor
Ohio
$101M -$5.19M -47,885 -5%