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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
BFO
676
Boston Family Office
Massachusetts
$596K – – –
MAM
677
Martingale Asset Management
Massachusetts
$593K +$312K +2,875 +125%
BTWM
678
Brass Tax Wealth Management
Ohio
$588K -$2.06K -19 -0.4%
PMG
679
ProVise Management Group
Florida
$588K +$26.4K +244 +5%
SAM
680
Shell Asset Management
Netherlands
$587K -$37.1K -342 -6%
HBT
681
Heartland Bank & Trust
Illinois
$586K +$23.5K +217 +4%
SI
682
Stephens Inc
Arkansas
$585K +$30.4K +280 +6%
TFGT
683
TS Financial Group (TSFG)
Illinois
$584K +$447K +4,123 +423%
CWA
684
Centennial Wealth Advisory
Michigan
$582K +$19.8K +183 +4%
SC
685
Syon Capital
California
$580K +$115K +1,065 +27%
RA
686
Ransom Advisory
Rhode Island
$579K – – –
ACM
687
Advisors Capital Management
New Jersey
$579K -$5.2K -48 -0.9%
MFT
688
Moisand Fitzgerald Tamayo
Florida
$577K – – –
DAS
689
Dynamic Advisor Solutions
Arizona
$571K +$30.8K +284 +6%
BPWM
690
Badgley Phelps Wealth Managers
Washington
$569K -$20.6K -190 -4%
BMWM
691
Brown Miller Wealth Management
Virginia
$568K +$1.41K +13 +0.3%
FA
692
Faithward Advisors
Pennsylvania
$567K +$7.8K +72 +1%
DZ Bank
693
DZ Bank
Germany
$562K +$13.5K +125 +3%
PWM
694
Partnership Wealth Management
Maryland
$561K – – –
SW
695
Simplicity Wealth
New Jersey
$560K -$56K -517 -10%
FAN
696
Financial Advisors Network
California
$558K +$19.7K +182 +4%
MCM
697
Mill Capital Management
North Carolina
$553K – – –
ACI
698
Alpha Cubed Investments
California
$552K -$7.04K -65 -1%
OC
699
Oarsman Capital
Wisconsin
$551K – – –
SWM
700
Segment Wealth Management
Texas
$545K +$11.9K +110 +2%
26 27
28
29 30

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.