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WEC Energy

1,347 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 512 increasing their positions, 422 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 105

21% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 422

4% more funds holding

Funds holding: 1,2961,347 (+51)

0.01% less ownership

Funds ownership: 83.35%83.35% (-0.01%)

6% less capital invested

Capital invested by funds: $30.7B → $28.7B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

47% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $93.9M

Holders
1,347
Holders Change
+51
Holders Change %
+3.94%
% of All Funds
16.39%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
181
Increased
512
Reduced
422
Closed
105
Calls
$49.9M
Puts
$93.9M
Net Calls
-$43.9M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B +$90.8M +819,627 +2%
BlackRock
2
BlackRock
New York
$3.47B +$280M +2,526,042 +8%
State Street
3
State Street
Massachusetts
$2.18B +$50.7M +457,538 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$952M -$121M -1,089,181 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$929M +$9.81M +88,557 +1%
Wells Fargo
6
Wells Fargo
California
$874M +$5.65M +51,070 +0.6%
Bank of America
7
Bank of America
North Carolina
$784M +$17.6M +159,020 +2%
Deutsche Bank
8
Deutsche Bank
Germany
$646M +$17.7M +159,867 +3%
Charles Schwab
9
Charles Schwab
California
$563M +$5.81M +52,467 +1%
Ameriprise
10
Ameriprise
Minnesota
$493M -$11.7M -105,814 -2%
Invesco
11
Invesco
Georgia
$477M +$10.2M +91,788 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$461M -$64.9M -585,998 -12%
Morgan Stanley
13
Morgan Stanley
New York
$429M -$4.1M -36,988 -0.9%
Northern Trust
14
Northern Trust
Illinois
$384M +$5.41M +48,903 +1%
N
15
Nuveen
North Carolina
$368M -$46.8M -423,060 -11%
Franklin Resources
16
Franklin Resources
California
$354M +$237M +2,136,542 +175%
ClearBridge Investments
17
ClearBridge Investments
New York
$341M -$142M -1,286,818 -28%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$313M -$8.44M -76,199 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$283M -$2.01M -18,189 -0.7%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$270M -$2.89M -26,121 -1%
Federated Hermes
21
Federated Hermes
Pennsylvania
$233M +$19.3M +173,977 +9%
Raymond James Financial
22
Raymond James Financial
Florida
$217M +$27.2M +245,288 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$213M -$9.17M -82,797 -4%
MPI
24
Mairs & Power Inc
Minnesota
$201M +$12.7M +114,923 +6%
EARNEST Partners
25
EARNEST Partners
Georgia
$188M -$5.24M -47,293 -3%