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WEC Energy

1,286 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: 1,2531,286 (+33)

0.57% more ownership

Funds ownership: 82.78%83.35% (+0.57%)

45% less call options, than puts

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

Holders
1,286
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
NIM
351
NXG Investment Management
Texas
$2.98M
VA
352
Vident Advisory
Georgia
$2.94M
SWM
353
Shakespeare Wealth Management
Wisconsin
$2.93M
Brown Advisory
354
Brown Advisory
Maryland
$2.91M
PFM
355
Patton Fund Management
Texas
$2.89M
IAA
356
Independent Advisor Alliance
North Carolina
$2.88M
WIA
357
World Investment Advisors
California
$2.85M
TC
358
Trilogy Capital
California
$2.77M
KG
359
Kieckhefer Group
Wisconsin
$2.75M
PIM
360
Penobscot Investment Management
Massachusetts
$2.75M
GRP
361
Global Retirement Partners
California
$2.72M
EF
362
Empowered Funds
Pennsylvania
$2.71M
SGAM
363
Smith Group Asset Management
Texas
$2.69M
RA
364
RFG Advisory
Alabama
$2.68M
BC
365
Broadwater Capital
Massachusetts
$2.66M
DADC
366
D.A. Davidson & Co
Montana
$2.64M
WS
367
Wedbush Securities
California
$2.64M
Jones Financial Companies
368
Jones Financial Companies
Missouri
$2.63M
MHC
369
Meyer Handelman Company
New York
$2.58M
HH
370
Hilltop Holdings
Texas
$2.55M
SIA
371
Sit Investment Associates
Minnesota
$2.52M
HFO
372
Heritage Family Offices
Arizona
$2.51M
MSU
373
Mizuho Securities USA
New York
$2.5M
DILIC
374
Dai-ichi Life Insurance Company
Japan
$2.49M
IWC
375
Integrated Wealth Concepts
Massachusetts
$2.44M