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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
WANY
526
Wealthspire Advisors (New York)
New York
$1.08M
BTC
527
Bank & Trust Company
Illinois
$1.06M
HI
528
Hendershot Investments
Virginia
$1.06M
VA
529
Valmark Advisers
Ohio
$1.05M
Group One Trading
530
Group One Trading
Illinois
$1.05M
DA
531
Drake & Associates
Wisconsin
$1.04M
CCM
532
Charter Capital Management
Wisconsin
$1.04M
WB
533
WesBanco Bank
West Virginia
$1.03M
MA
534
Montag & Associates
Georgia
$1.03M
BWP
535
Burling Wealth Partners
Illinois
$1.03M
MAS
536
Meeder Advisory Services
Ohio
$1.03M
FMWA
537
Forvis Mazars Wealth Advisors
Missouri
$1.01M
SMA
538
Sage Mountain Advisors
Georgia
$1.01M
VFA
539
Voya Financial Advisors
Connecticut
$1.01M
CIC
540
Carnegie Investment Counsel
Ohio
$1.01M
BBVA
541
Banco Bilbao Vizcaya Argentaria
Spain
$995K
MSA
542
MUFG Securities Americas
New York
$995K
CCC
543
Chelsea Counsel Company
California
$994K
WAM
544
WNY Asset Management
New York
$990K
EH
545
Equitable Holdings
New York
$986K
ETC
546
Exchange Traded Concepts
Oklahoma
$979K
WBC
547
Westpac Banking Corp
Australia
$976K
FW
548
FullCircle Wealth
Texas
$975K
VFPW
549
Vantage Financial Partners (Wisconsin)
Wisconsin
$973K
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$968K