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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
PFM
351
Patton Fund Management
Texas
$2.89M
IAA
352
Independent Advisor Alliance
North Carolina
$2.88M
WIA
353
World Investment Advisors
California
$2.85M
TC
354
Trilogy Capital
California
$2.77M
KG
355
Kieckhefer Group
Wisconsin
$2.75M
PIM
356
Penobscot Investment Management
Massachusetts
$2.75M
GRP
357
Global Retirement Partners
California
$2.72M
EF
358
Empowered Funds
Pennsylvania
$2.71M
SGAM
359
Smith Group Asset Management
Texas
$2.69M
RA
360
RFG Advisory
Alabama
$2.68M
BC
361
Broadwater Capital
Massachusetts
$2.66M
DADC
362
D.A. Davidson & Co
Montana
$2.64M
WS
363
Wedbush Securities
California
$2.64M
Jones Financial Companies
364
Jones Financial Companies
Missouri
$2.63M
MHC
365
Meyer Handelman Company
New York
$2.58M
HH
366
Hilltop Holdings
Texas
$2.55M
SIA
367
Sit Investment Associates
Minnesota
$2.52M
HFO
368
Heritage Family Offices
Arizona
$2.51M
MSU
369
Mizuho Securities USA
New York
$2.5M
DILIC
370
Dai-ichi Life Insurance Company
Japan
$2.49M
IWC
371
Integrated Wealth Concepts
Massachusetts
$2.44M
FLPIM
372
F.L. Putnam Investment Management
Massachusetts
$2.42M
CT
373
Colonial Trust
South Carolina
$2.38M
SCM
374
Sterling Capital Management
North Carolina
$2.35M
GI
375
GAMMA Investing
California
$2.35M