
What smart money is saying about WEC Energy
WEC
No fund has written a full thesis on WEC Energy in our archive, but 2 fund letters report a position in it — most recently Clearbridge Large Cap Value Strategy in September 2025.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in WEC Energy on record in the archive was reported in Q3 2025, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2025
“In addition, its recently announced sale of a 45% stake in Sempra Infrastructure Partners at an attractive valuation eliminates a need for equity raises to fund the company’s ambitious capital program in Texas. This announcement further advances Sempra’s strategy to focus on its regulated U.S. utilities and strengthens its overall financial position. WEC Energy also rose, supported by AI-related energy demand driving investments for load growth combined with consistent operational execution.”
WEC Energy - New positionMairs and Power Balanced FundSeptember 2025
“Relative performance was also aided by a positive contribution from the Utilities sector. The Fund initiated a new position in WEC Energy earlier this year for two reasons: First, WEC operates in a stable service area with one of the most balanced regulatory environments for a utility.”
WEC Energy
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