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WEC Energy

1,285 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: 1,2531,285 (+32)

0.56% more ownership

Funds ownership: 82.78%83.34% (+0.56%)

45% less call options, than puts

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

Holders
1,285
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
CGH
451
Crossmark Global Holdings
Texas
$1.59M
HWM
452
HB Wealth Management
Georgia
$1.59M
FA
453
Fiduciary Alliance
South Carolina
$1.58M
JFG
454
Jefferies Financial Group
New York
$1.57M
MFWM
455
Motley Fool Wealth Management
Virginia
$1.55M
LP
456
LMR Partners
United Kingdom
$1.54M
SP
457
Stablepoint Partners
Massachusetts
$1.54M
AF
458
Aviso Financial
Ontario, Canada
$1.54M
MWA
459
Midland Wealth Advisors
Illinois
$1.54M
Connor, Clark & Lunn Investment Management (CC&L)
460
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M
FAM
461
Fulcrum Asset Management
United Kingdom
$1.54M
PI
462
PineBridge Investments
New York
$1.54M
PDL
463
Portfolio Design Labs
California
$1.52M
OC
464
Oppenheimer & Co
New York
$1.51M
BFG
465
Bleakley Financial Group
New Jersey
$1.51M
TCM
466
Twin Capital Management
Pennsylvania
$1.47M
LC
467
Landaas & Company
Wisconsin
$1.47M
CI
468
Conning Inc
Connecticut
$1.44M
SYBT
469
Stock Yards Bank & Trust
Kentucky
$1.44M
AC
470
AlphaCore Capital
California
$1.41M
CA
471
Cornerstone Advisors
North Carolina
$1.41M
CFG
472
Citizens Financial Group
Rhode Island
$1.39M
CPIA
473
Cornell Pochily Investment Advisors
New York
$1.39M
HPC
474
HM Payson & Co
Maine
$1.37M
HFS
475
Hantz Financial Services
Michigan
$1.36M