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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
IWP
501
IAG Wealth Partners
Wisconsin
$1.22M
TMAM
502
Tokio Marine Asset Management
Japan
$1.22M
MGWM
503
Marks Group Wealth Management
Minnesota
$1.22M
IWA
504
Icon Wealth Advisors
Texas
$1.22M
FT
505
Fiduciary Trust
Massachusetts
$1.21M
RP
506
Rowlandmiller & Partners
Georgia
$1.21M
FB
507
Fulton Bank
Pennsylvania
$1.2M
AWA
508
Arkadios Wealth Advisors
Georgia
$1.19M
NW
509
NewEdge Wealth
Pennsylvania
$1.19M
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M
PCM
511
Parsons Capital Management
Rhode Island
$1.17M
SF
512
Summit Financial
New Jersey
$1.16M
JIC
513
Johnson Investment Counsel
Ohio
$1.16M
FNBT
514
FineMark National Bank & Trust
Florida
$1.15M
CL
515
Choreo LLC
Illinois
$1.15M
PWP
516
Precedent Wealth Partners
Texas
$1.14M
WSFS
517
Wilmington Savings Fund Society
Delaware
$1.13M
HFM
518
Harvest Fund Management
China
$1.13M
PFS
519
Prospera Financial Services
Texas
$1.12M
PIA
520
Pollock Investment Advisors
Michigan
$1.12M
PJSIMP
521
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.12M
OM
522
OV Management
Minnesota
$1.12M
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
NG
524
Norden Group
Utah
$1.11M
WA
525
Wealth Architects
California
$1.11M