WEC icon

WEC Energy

1,285 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, 537 increasing their positions, 370 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,2531,285 (+32)

0.56% more ownership

Funds ownership: 82.78%83.34% (+0.56%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$197M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$142M
3 +$88.2M
4
FGP
Freestone Grove Partners
California
+$70.9M
5
BlackRock
BlackRock
New York
+$62.4M

Top Sellers

1 -$109M
2 -$91.6M
3 -$86.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$51.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Empirical Wealth Management
Washington
$4M
BIM
302
Brentview Investment Management
Illinois
$3.97M
CCFCSB
303
Cape Cod Five Cents Savings Bank
Massachusetts
$3.96M
FAB
304
First American Bank
Illinois
$3.96M
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$3.96M
SOADOR
306
State of Alaska Department of Revenue
Alaska
$3.95M
HWAM
307
Hennion & Walsh Asset Management
New Jersey
$3.94M
DS
308
DRW Securities
Illinois
$3.94M
UM
309
UniSuper Management
Australia
$3.89M
Rafferty Asset Management
310
Rafferty Asset Management
New York
$3.88M
CG
311
Castellan Group
Kentucky
$3.85M
MGP
312
Metis Global Partners
California
$3.84M
GIM
313
Glenmede Investment Management
Pennsylvania
$3.84M
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$3.83M
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$3.82M
BAM
316
Belpointe Asset Management
Nevada
$3.82M
Pathstone Holdings
317
Pathstone Holdings
New Jersey
$3.71M
JAG
318
Journey Advisory Group
Kentucky
$3.7M
EAM
319
Eventide Asset Management
Massachusetts
$3.63M
LCAM
320
London & Capital Asset Management
United Kingdom
$3.61M
LIM
321
Leavell Investment Management
Alabama
$3.56M
CCC
322
Cincinnati Casualty Company
Ohio
$3.55M
AS
323
Aware Super
Australia
$3.47M
ZBNA
324
Zions Bancorporation, National Association
Utah
$3.46M
MIP
325
Marietta Investment Partners
Wisconsin
$3.45M