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WEC Energy
WEC

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: 9 → 11 (+2)

3% more funds holding

Funds holding: 1,259 → 1,296 (+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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$314M
2
Invesco
Invesco
Georgia
+$134M
3
SCP
Soroban Capital Partners
New York
+$83.4M
4
FGP
Freestone Grove Partners
California
+$67M
5
BlackRock
BlackRock
New York
+$59M

Top Sellers

1
BC
Broadwater Capital
Massachusetts
-$260M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$109M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$86.6M
4
UBS Group
UBS Group
Switzerland
-$82.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OM
526
OV Management
Minnesota
$1.12M +$5.09K +47 +0.5%
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M +$227K +2,094 +27%
NG
528
Norden Group
Utah
$1.11M -$9K -83 -0.8%
WA
529
Wealth Architects
California
$1.11M -$542 -5 -0.1%
ASBI
530
American State Bank (Iowa)
Iowa
$1.1M – – –
SNB
531
Security National Bank
Nebraska
$1.09M -$38.7K -357 -4%
BFG
532
Birch Financial Group
New Hampshire
$1.08M +$8.78K +81 +0.9%
XT
533
XTX Topco
Cayman Islands
$1.08M +$1.02M +9,443 New
WANY
534
Wealthspire Advisors (New York)
New York
$1.08M -$54.8K -506 -5%
BTC
535
Bank & Trust Company
Illinois
$1.06M – – –
HI
536
Hendershot Investments
Virginia
$1.06M – – –
VA
537
Valmark Advisers
Ohio
$1.05M -$14K -129 -1%
Group One Trading
538
Group One Trading
Illinois
$1.05M +$118K +1,092 +14%
DA
539
Drake & Associates
Wisconsin
$1.04M +$33.6K +310 +3%
CCM
540
Charter Capital Management
Wisconsin
$1.04M – – –
WB
541
WesBanco Bank
West Virginia
$1.03M +$7.04K +65 +0.7%
MA
542
Montag & Associates
Georgia
$1.03M +$63K +581 +7%
BWP
543
Burling Wealth Partners
Illinois
$1.03M -$306K -2,824 -24%
MAS
544
Meeder Advisory Services
Ohio
$1.03M +$103K +954 +12%
FMWA
545
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$68.5K +632 +8%
SMA
546
Sage Mountain Advisors
Georgia
$1.01M +$958K +8,834 New
VFA
547
Voya Financial Advisors
Connecticut
$1.01M +$38.2K +352 +4%
CIC
548
Carnegie Investment Counsel
Ohio
$1.01M +$40.8K +376 +4%
BBVA
549
Banco Bilbao Vizcaya Argentaria
Spain
$995K +$294K +2,712 +45%
MSA
550
MUFG Securities Americas
New York
$995K +$174K +1,607 +23%
20 21
22
23 24

WEC Hedge Fund Activity: Q3 2025 in Review

1,296 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2025, worth a combined $30.7B — up 2.6% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 77 closed out — a net gain of 57 holders — while 543 added to existing stakes and 371 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $314M. The largest seller was Broadwater Capital, cutting an estimated $260M.

  • 1,296 institutional investors held WEC Energy (WEC) as of Q3 2025, up from 1,259 in Q2 2025.
  • Funds reported $30.7B of WEC Energy stock for Q3 2025, up 2.6% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q3 2025 and 77 closed out, a net change of +57 holders.
  • The largest WEC Energy buyer in Q3 2025 was ClearBridge Investments, an estimated $314M added.
  • The largest WEC Energy seller in Q3 2025 was Broadwater Capital, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2025.