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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
FDCDDQ
526
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
NG
527
Norden Group
Utah
$1.11M
WA
528
Wealth Architects
California
$1.11M
SNB
529
Security National Bank
Nebraska
$1.09M
BFG
530
Birch Financial Group
New Hampshire
$1.08M
XT
531
XTX Topco
Cayman Islands
$1.08M
WANY
532
Wealthspire Advisors (New York)
New York
$1.08M
BTC
533
Bank & Trust Company
Illinois
$1.06M
HI
534
Hendershot Investments
Virginia
$1.06M
VA
535
Valmark Advisers
Ohio
$1.05M
Group One Trading
536
Group One Trading
Illinois
$1.05M
DA
537
Drake & Associates
Wisconsin
$1.04M
CCM
538
Charter Capital Management
Wisconsin
$1.04M
WB
539
WesBanco Bank
West Virginia
$1.03M
MA
540
Montag & Associates
Georgia
$1.03M
BWP
541
Burling Wealth Partners
Illinois
$1.03M
MAS
542
Meeder Advisory Services
Ohio
$1.03M
FMWA
543
Forvis Mazars Wealth Advisors
Missouri
$1.01M
SMA
544
Sage Mountain Advisors
Georgia
$1.01M
VFA
545
Voya Financial Advisors
Connecticut
$1.01M
CIC
546
Carnegie Investment Counsel
Ohio
$1.01M
BBVA
547
Banco Bilbao Vizcaya Argentaria
Spain
$995K
MSA
548
MUFG Securities Americas
New York
$995K
CCC
549
Chelsea Counsel Company
California
$994K
WAM
550
WNY Asset Management
New York
$990K