WEC Energy Group

WEC • NYSE

WEC Energy Group is a regulated electric company in the utilities sector on NYSE, led by Scott J. Lauber, with a market cap of $33.8B. As of Q3 2025, 83% of shares are held by 1,264 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.51%.

President and Chief Executive OfficerScott J. Lauber

Market Cap$33.8B

Regulated Electric

Utilities

Employees7.0K

Websitewecenergygroup.com

Country

United States of America

Overview

Overview of institutional ownership in WEC as of Q3 2025 with a market cap of $36.9B

All Institutions

Institutions: 1,264
Value Held: $30.7B
Shares Held: 267.9M
Avg Position: $24.3M
Median Position: $660.5K

Hedge Funds

Hedge Funds: 46
Value Held: $839.4M
Shares Held: 7.3M
Avg Position: $18.2M
Median Position: $1.9M

Ownership Breakdown

Institutional (non-HF)

80.83%

$29.8B

Hedge Funds

2.28%

$839.4M

Retail & Other

16.89%

$6.2B

Based on market cap of $36.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WEC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.6B 0.07% of portfolio	12.51% 40.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$3.5B 0.06% of portfolio	9.44% 30.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.3B 0.08% of portfolio	6.29% 20.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$1.2B 0.20% of portfolio	3.14% 10.1M shares	Q4 2023 Held for 1y 11m	$571.21B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$998.7M 0.06% of portfolio	2.72% 8.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$943.8M 0.19% of portfolio	2.56% 8.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$833.3M 0.06% of portfolio	2.26% 7.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	Kevin G. Burke CEO	$683.6M 0.23% of portfolio	1.85% 6.0M shares	Q3 2013 Held for 12y 2m	$298.06B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$605.4M 0.10% of portfolio	1.64% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$568.1M 0.04% of portfolio	1.54% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for WEC in Q3 2025

Traded: +$843.3M
Buyers: 664
Sellers: 437
Total Bought: +$1.8B
Total Sold: −$978.4M
Avg Position: $22.9M

Biggest Buyers

Institution	Net Bought	Current Position
Clearbridge Investments, LLC Long Only Manager	+$331.7M +2.9M shares	$518.3M 4.5M shares
Invesco Ltd. ETF Provider	+$141.7M +1.2M shares	$507.8M 4.4M shares
Soroban Capital Partners LLC Hedge Fund•Long/Short	+$88.2M +769.4K shares	$125.8M 1.1M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$70.9M +618.6K shares	$71.1M 620.6K shares
B BlackRock, Inc. Institution	+$62.4M +544.3K shares	$3.5B 30.4M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$43.9M +383.2K shares	$683.6M 6.0M shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$41.8M +364.5K shares	$41.8M 364.5K shares
GOLDMAN SACHS GROUP INC Institution	+$40.5M +353.2K shares	$209.0M 1.8M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$40.4M +352.2K shares	$40.4M 352.2K shares
AMERIPRISE FINANCIAL INC Institution	+$39.4M +342.8K shares	$550.2M 4.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$109.2M −1.0M shares	Sold Off 0 shares
UBS Group AG Institution	−$86.9M −758.6K shares	$153.8M 1.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$51.9M −453.2K shares	$1.2B 10.1M shares
JPMORGAN CHASE & CO Institution	−$38.9M −339.6K shares	$568.1M 5.0M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$35.6M −310.3K shares	$160.6M 1.4M shares
BARCLAYS PLC Institution	−$35.3M −308.4K shares	$79.7M 695.6K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$35.3M −307.9K shares	$193.6M 1.7M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$30.5M −266.3K shares	$31.1M 271.4K shares
A Aware Super Pty Ltd as trustee of Aware Super Institution	−$30.1M −263.0K shares	$3.5M 30.3K shares
M MANUFACTURERES LIFE INSURANCE CO Institution	−$30.0M −262.0K shares	$33.7M 293.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WEC in Q3 2025

New Positions: 55
New Value: $41.2M
Exited Positions: 76
Exited Value: $193.2M

New Positions

Institution	Position Value
D DDD Partners, LLC Institution	$19.7M 172.0K shares
Steel Peak Wealth Management LLC RIA/Wealth	$3.0M 26.5K shares
CUSHING MLP ASSET MANAGEMENT, LP Long Only Manager	$3.0M 26.0K shares
KIECKHEFER GROUP LLC RIA/Wealth	$2.8M 24.0K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$2.2M 19.2K shares
Portfolio Design Labs, LLC RIA/Wealth	$1.5M 13.2K shares
S Sage Mountain Advisors LLC RIA/Wealth	$1.0M 8.8K shares
DF DENT & CO INC Long Only Manager	$800.0K 7.0K shares
T TEMA ETFS LLC Institution	$597.4K 5.2K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$495.6K 4.3K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$109.2M 1.0M shares
LINDEN ADVISORS LP Hedge Fund•Multi-Strategy	$24.5M 235.4K shares
A AustralianSuper Pty Ltd Institution	$11.3M 108.2K shares
Point72 Europe LLP Digital Asset Manager	$5.0M 47.7K shares
Sone Capital Management, LLC Hedge Fund•Multi-Strategy	$4.4M 42.6K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$3.0M 29.1K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$2.4M 23.5K shares
Quantbot Technologies LLC Hedge Fund•Quant	$2.4M 23.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.3M 22.5K shares
P PRUDENTIAL PLC Institution	$2.0M 19.0K shares

Options Activity

Institutions with the largest Call and Put options positions in WEC as of Q3 2025

Call Positions: 17
Call Value: $107.2M
Put Positions: 15
Put Value: $170.1M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$35.2M 3.1K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$32.2M 2.8K contracts
D D. E. Shaw & Co., Inc. Institution	$9.8M 856.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$9.2M 800.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.9M 515.0 contracts
J JANE STREET GROUP, LLC Institution	$3.3M 287.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.3M 285.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.0M 266.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$2.9M 257.0 contracts
Walleye Trading LLC RIA/Wealth	$1.5M 134.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$59.6M 5.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$30.8M 2.7K contracts
Z Zimmer Partners, LP Hedge Fund•Long/Short	$28.6M 2.5K contracts
P Portman Square Capital LLP Hedge Fund•Vol Arbitrage	$16.2M 1.4K contracts
Caption Management, LLC Hedge Fund•Long/Short	$16.0M 1.4K contracts
W WOLVERINE TRADING, LLC Institution	$5.7M 497.0 contracts
Walleye Trading LLC RIA/Wealth	$4.3M 379.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.1M 267.0 contracts
J JANE STREET GROUP, LLC Institution	$2.2M 188.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$893.8K 78.0 contracts

Most Committed Institutions

Institutions with WEC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Castellan Group, LLC Family Office	Barry Charles Brauch Managing Partner	4.42% $3.8M	0.01% 33.6K shares	Q4 2024 Held for 11 months	$87.1M
T THOMAS STORY & SON LLC Institution	-	3.90% $10.6M	0.03% 92.6K shares	Q1 2017 Held for 8y 8m	$272.0M
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	Michael J Englander CEO	3.79% $24.3M	0.07% 224.0K shares	Q2 2025 Held for 5 months	$641.9M
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector	Michael David Rapelyea CEO	3.73% $4.9M	0.01% 43.0K shares	Q4 2021 Held for 3y 11m	$132.3M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	David Wayne Durham CCO	3.63% $8.2M	0.02% 71.2K shares	Q1 2024 Held for 1y 8m	$224.8M
CAMPBELL NEWMAN ASSET MANAGEMENT INC Long Only Manager	Mary Campbell Brown President	3.10% $42.3M	0.11% 369.4K shares	Q1 2025 Held for 8 months	$1.4B
H HFR Wealth Management, LLC RIA/Wealth	Herbert Faulkner Reilly Iii President	2.70% $11.8M	0.03% 102.7K shares	Q2 2021 Held for 4y 5m	$436.2M
South Street Advisors LLC RIA/Wealth	Thomas Carhart Managing Partner	2.69% $20.5M	0.06% 178.9K shares	≤ Q2 2013 Held for 12y 5m+	$763.0M
C Cincinnati Specialty Underwriters Insurance CO Institution	-	2.54% $10.9M	0.03% 95.0K shares	≤ Q2 2013 Held for 12y 5m+	$427.9M
Franklin, Parlapiano, Turner & Welch, LLC RIA/Wealth	Joseph Warren Dyal CCO	2.40% $9.5M	0.03% 83.0K shares	Q1 2024 Held for 1y 8m	$395.7M

Hedge Fund Spotlight

Discover hedge funds investing in WEC

VOLORIDGE INVESTMENT MANAGEMENT, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Spiel Vogel

Portfolio Value: $29.8B
Positions: 1,153
Last Reported: Q3 2025

Sector Allocation

Position in WEC Energy Group

Market Value: $1.4M
Shares Held: 11.8K
Portfolio Weight: 0.00%
Owned Since: 2020-Q1

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