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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
WF
726
WoodTrust Financial
Wisconsin
$495K -$105K -968 -18%
CPSC
727
Carl P. Sherr & Co
Massachusetts
$492K – – –
FCM
728
Fourpath Capital Management
Oklahoma
$491K -$7.8K -72 -2%
TFO
729
Tarbox Family Office
California
$489K – – –
WFI
730
West Family Investments
California
$487K +$4.12K +38 +0.9%
SAG
731
SageView Advisory Group
California
$486K -$19K -175 -4%
CIM
732
Contravisory Investment Management
Massachusetts
$482K +$456K +4,208 New
MWM
733
Mission Wealth Management
California
$482K +$867 +8 +0.2%
CFA
734
CWS Financial Advisors
Michigan
$481K +$80.5K +743 +22%
OSNBOA
735
Old Second National Bank of Aurora
Illinois
$478K – – –
PL
736
Plancorp LLC
Missouri
$477K -$434 -4 -0.1%
WPA
737
West Paces Advisors
Georgia
$477K -$3.14K -29 -0.7%
SCTC
738
Sanibel Captiva Trust Company
Florida
$475K – – –
IWA
739
Inspirion Wealth Advisors
Illinois
$468K +$294K +2,710 +125%
BFS
740
Bard Financial Services
Connecticut
$465K – – –
ECM
741
Everence Capital Management
Indiana
$464K – – –
RWM
742
Revisor Wealth Management
Ohio
$462K +$25.5K +235 +6%
MLL
743
Moody Lynn & Lieberson
Massachusetts
$462K -$53.2K -491 -11%
CSPIA
744
Cary Street Partners Investment Advisory
Virginia
$461K +$22K +203 +5%
CAM
745
Carret Asset Management
New York
$458K – – –
ZF
746
Zhang Financial
Michigan
$458K +$433K +3,996 New
Vontobel Holding
747
Vontobel Holding
Switzerland
$456K +$432K +3,982 New
MHIC
748
Marble Harbor Investment Counsel
Massachusetts
$456K – – –
SBWIC
749
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K – – –
GSB
750
Greenfield Savings Bank
Massachusetts
$453K +$12.2K +113 +3%
28 29
30
31 32

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.