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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.62B +$36.3M +334,563 +0.8%
BlackRock
2
BlackRock
New York
$3.48B +$59M +544,295 +2%
State Street
3
State Street
Massachusetts
$2.32B -$25.9M -238,732 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.16B -$49.1M -453,166 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$999M +$16.8M +154,838 +2%
Wells Fargo
6
Wells Fargo
California
$944M +$18.8M +173,006 +2%
Bank of America
7
Bank of America
North Carolina
$833M +$2.39M +22,033 +0.3%
Deutsche Bank
8
Deutsche Bank
Germany
$684M +$41.5M +383,190 +7%
Charles Schwab
9
Charles Schwab
California
$605M +$6.82M +62,919 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$568M -$36.8M -339,624 -6%
Ameriprise
11
Ameriprise
Minnesota
$550M +$37.2M +342,756 +8%
ClearBridge Investments
12
ClearBridge Investments
New York
$518M +$314M +2,894,543 +178%
Invesco
13
Invesco
Georgia
$508M +$134M +1,236,984 +39%
Morgan Stanley
14
Morgan Stanley
New York
$470M -$16.5M -152,377 -4%
N
15
Nuveen
North Carolina
$448M +$25.8M +238,069 +6%
Northern Trust
16
Northern Trust
Illinois
$412M -$14.6M -134,507 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$349M +$36.6M +337,300 +12%
Legal & General Group
18
Legal & General Group
United Kingdom
$309M +$9.48M +87,446 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$297M +$24.6M +226,894 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$241M -$2.35M -21,659 -1%
Federated Hermes
21
Federated Hermes
Pennsylvania
$233M +$342K +3,159 +0.2%
EARNEST Partners
22
EARNEST Partners
Georgia
$209M -$16.8M -155,072 -8%
Goldman Sachs
23
Goldman Sachs
New York
$209M +$38.3M +353,221 +24%
Raymond James Financial
24
Raymond James Financial
Florida
$207M -$1.86M -17,174 -0.9%
MPI
25
Mairs & Power Inc
Minnesota
$206M +$32.7M +301,323 +20%