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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
IWA
501
Icon Wealth Advisors
Texas
$1.22M
FT
502
Fiduciary Trust
Massachusetts
$1.21M
RP
503
Rowlandmiller & Partners
Georgia
$1.21M
FB
504
Fulton Bank
Pennsylvania
$1.2M
AWA
505
Arkadios Wealth Advisors
Georgia
$1.19M
NW
506
NewEdge Wealth
Pennsylvania
$1.19M
NMIMC
507
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M
PCM
508
Parsons Capital Management
Rhode Island
$1.17M
SF
509
Summit Financial
New Jersey
$1.16M
JIC
510
Johnson Investment Counsel
Ohio
$1.16M
FNBT
511
FineMark National Bank & Trust
Florida
$1.15M
CL
512
Choreo LLC
Illinois
$1.15M
PWP
513
Precedent Wealth Partners
Texas
$1.14M
WSFS
514
Wilmington Savings Fund Society
Delaware
$1.13M
HFM
515
Harvest Fund Management
China
$1.13M
PFS
516
Prospera Financial Services
Texas
$1.12M
PIA
517
Pollock Investment Advisors
Michigan
$1.12M
PJSIMP
518
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.12M
OM
519
OV Management
Minnesota
$1.12M
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
NG
521
Norden Group
Utah
$1.11M
WA
522
Wealth Architects
California
$1.11M
SNB
523
Security National Bank
Nebraska
$1.09M
BFG
524
Birch Financial Group
New Hampshire
$1.08M
XT
525
XTX Topco
Cayman Islands
$1.08M