WEC icon

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
FW
551
FullCircle Wealth
Texas
$975K
VFPW
552
Vantage Financial Partners (Wisconsin)
Wisconsin
$973K
Kovitz Investment Group Partners
553
Kovitz Investment Group Partners
Illinois
$968K
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$963K
PHIMC
555
Private Harbour Investment Management & Counsel
Ohio
$962K
RBC
556
Romano Brothers & Co
Illinois
$940K
SC
557
Searle & Co
Connecticut
$940K
OWP
558
Obermeyer Wealth Partners
Colorado
$936K
PI
559
PFG Investments
New York
$936K
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$934K
SFI
561
Susquehanna Fundamental Investments
Pennsylvania
$915K
SCA
562
Snowden Capital Advisors
New York
$914K
AA
563
ALPS Advisors
Colorado
$913K
IF
564
Intrua Financial
Texas
$912K
AAP
565
Aristotle Atlantic Partners
Florida
$910K
AAP
566
Arax Advisory Partners
Colorado
$907K
SVWAG
567
Sound View Wealth Advisors Group
Georgia
$904K
SSA
568
Sierra Summit Advisors
Nevada
$893K
MCA
569
MSH Capital Advisors
Arizona
$892K
OIA
570
OneDigital Investment Advisors
Kansas
$892K
TSWM
571
Triangle Securities Wealth Management
North Carolina
$892K
WAS
572
Winch Advisory Services
Wisconsin
$881K
VWM
573
Venturi Wealth Management
Texas
$876K
UCFA
574
United Capital Financial Advisors
Texas
$873K
CT
575
Chicago Trust
Illinois
$873K