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WEC Energy

1,277 hedge funds and large institutions have $30.7B invested in WEC Energy in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 530 increasing their positions, 367 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:

2% more funds holding

Funds holding: 1,2501,277 (+27)

0.53% more ownership

Funds ownership: 82.74%83.27% (+0.53%)

45% less call options, than puts

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

Holders
1,277
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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.38M
Public Employees Retirement Association of Colorado
327
Public Employees Retirement Association of Colorado
Colorado
$3.36M
CIA
328
Concurrent Investment Advisors
Florida
$3.32M
PS
329
Principal Securities
Iowa
$3.32M
SC
330
Savant Capital
Illinois
$3.27M
PCG
331
Prosperity Consulting Group
Maryland
$3.24M
JWCA
332
J.W. Cole Advisors
Florida
$3.21M
HAG
333
HighPoint Advisor Group
Illinois
$3.2M
AAS
334
Ameritas Advisory Services
Nebraska
$3.2M
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$3.19M
PAG
336
Private Advisor Group
New Jersey
$3.16M
LF
337
Lantz Financial
Illinois
$3.14M
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$3.11M
IIM
339
INTECH Investment Management
Florida
$3.1M
LFAS
340
Level Four Advisory Services
Texas
$3.09M
MPPW
341
Mitchell & Pahl Private Wealth
Oklahoma
$3.07M
AW
342
Apricus Wealth
South Carolina
$3.06M
SW
343
SteelPeak Wealth
California
$3.04M
Wolverine Trading
344
Wolverine Trading
Illinois
$3.03M
BF
345
BOK Financial
Oklahoma
$3.01M
RIL
346
Rothschild Investment LLC
Illinois
$3M
NIM
347
NXG Investment Management
Texas
$2.98M
VA
348
Vident Advisory
Georgia
$2.94M
SWM
349
Shakespeare Wealth Management
Wisconsin
$2.93M
Brown Advisory
350
Brown Advisory
Maryland
$2.91M