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WEC Energy

1,281 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, 533 increasing their positions, 368 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: 1,2511,281 (+30)

0.55% more ownership

Funds ownership: 82.75%83.3% (+0.55%)

45% less call options, than puts

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

Holders
1,281
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
SWM
351
Shakespeare Wealth Management
Wisconsin
$2.93M
Brown Advisory
352
Brown Advisory
Maryland
$2.91M
PFM
353
Patton Fund Management
Texas
$2.89M
IAA
354
Independent Advisor Alliance
North Carolina
$2.88M
WIA
355
World Investment Advisors
California
$2.85M
TC
356
Trilogy Capital
California
$2.77M
KG
357
Kieckhefer Group
Wisconsin
$2.75M
PIM
358
Penobscot Investment Management
Massachusetts
$2.75M
GRP
359
Global Retirement Partners
California
$2.72M
EF
360
Empowered Funds
Pennsylvania
$2.71M
SGAM
361
Smith Group Asset Management
Texas
$2.69M
RA
362
RFG Advisory
Alabama
$2.68M
BC
363
Broadwater Capital
Massachusetts
$2.66M
DADC
364
D.A. Davidson & Co
Montana
$2.64M
WS
365
Wedbush Securities
California
$2.64M
Jones Financial Companies
366
Jones Financial Companies
Missouri
$2.63M
MHC
367
Meyer Handelman Company
New York
$2.58M
HH
368
Hilltop Holdings
Texas
$2.55M
SIA
369
Sit Investment Associates
Minnesota
$2.52M
HFO
370
Heritage Family Offices
Arizona
$2.51M
MSU
371
Mizuho Securities USA
New York
$2.5M
DILIC
372
Dai-ichi Life Insurance Company
Japan
$2.49M
IWC
373
Integrated Wealth Concepts
Massachusetts
$2.44M
FLPIM
374
F.L. Putnam Investment Management
Massachusetts
$2.42M
CT
375
Colonial Trust
South Carolina
$2.38M