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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
HIMCH
401
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M
CT
402
Clearstead Trust
Maine
$2.15M
DW30
403
Drucker Wealth 3.0
New Jersey
$2.13M
PFA
404
Pathway Financial Advisers
Indiana
$2.1M
CT
405
Caldwell Trust
Florida
$2.09M
SOAMC
406
Spirit of America Management Corp
New York
$2.06M
NWMG
407
Nicholson Wealth Management Group
South Carolina
$2.01M
NP
408
NorthRock Partners
Minnesota
$2M
BTI
409
Blue Trust Inc
Georgia
$2M
LA
410
LVW Advisors
New York
$2M
Nordea Investment Management
411
Nordea Investment Management
Sweden
$2M
Simplex Trading
412
Simplex Trading
Illinois
$2M
RB
413
Rodgers Brothers
Pennsylvania
$1.99M
GIBU
414
Gulf International Bank (UK)
United Kingdom
$1.97M
BHPW
415
Beverly Hills Private Wealth
California
$1.96M
CAM
416
Cresset Asset Management
Illinois
$1.95M
FHWM
417
Fox Hill Wealth Management
Massachusetts
$1.95M
LSERS
418
Louisiana State Employees Retirement System
Louisiana
$1.94M
BPA
419
Beacon Pointe Advisors
California
$1.93M
PA
420
Profund Advisors
Maryland
$1.93M
Royal London Asset Management
421
Royal London Asset Management
United Kingdom
$1.92M
EI
422
Ethic Inc
New York
$1.9M
DIA
423
Dana Investment Advisors
Wisconsin
$1.9M
GVAG
424
Great Valley Advisor Group
Delaware
$1.9M
LCM
425
Legato Capital Management
California
$1.89M