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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
TSWM
576
Triangle Securities Wealth Management
North Carolina
$892K +$434 +4 +0.1%
WAS
577
Winch Advisory Services
Wisconsin
$881K +$6.94K +64 +0.8%
VWM
578
Venturi Wealth Management
Texas
$876K +$25.4K +234 +3%
UCFA
579
United Capital Financial Advisors
Texas
$873K +$412K +3,798 +99%
CT
580
Chicago Trust
Illinois
$873K +$542 +5 +0.1%
TRCT
581
Tower Research Capital (TRC)
New York
$871K +$387K +3,568 +88%
BMC
582
Beaton Management Company
Massachusetts
$869K – – –
CSIC
583
Clifford Swan Investment Counsel
California
$866K -$108 -1 -0%
APP
584
Avantax Planning Partners
Iowa
$864K +$124K +1,141 +18%
Walleye Trading
585
Walleye Trading
New York
$851K +$710K +6,548 +747%
MWM
586
Modern Wealth Management
Kansas
$842K +$37.1K +342 +5%
IHL
587
Investment House LLC
California
$837K – – –
NSIM
588
North Star Investment Management
Illinois
$832K +$434 +4 +0.1%
SFI
589
SPC Financial Inc
Maryland
$830K – – –
VAS
590
Vestmark Advisory Solutions
Massachusetts
$825K -$6.5K -60 -0.8%
JF
591
Jump Financial
Illinois
$812K +$547K +5,050 +248%
RCM
592
Raleigh Capital Management
North Carolina
$812K +$30.8K +284 +4%
GT
593
Greenleaf Trust
Michigan
$811K -$62.2K -574 -7%
SFA
594
Sequoia Financial Advisors
Ohio
$810K -$17K -157 -2%
IAN
595
Integrated Advisors Network
Texas
$806K -$7.8K -72 -1%
SC
596
Steph & Co
Wisconsin
$805K – – –
QI
597
Qtron Investments
Massachusetts
$804K -$47.6K -439 -6%
DDC
598
DF Dent & Co
Maryland
$800K +$757K +6,981 New
MT
599
Midwest Trust
Kansas
$798K +$496K +4,578 +192%
GS
600
GTS Securities
New York
$795K +$371K +3,424 +97%
22 23
24
25 26

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.