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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
KRSITF
551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$963K
PHIMC
552
Private Harbour Investment Management & Counsel
Ohio
$962K
RBC
553
Romano Brothers & Co
Illinois
$940K
SC
554
Searle & Co
Connecticut
$940K
OWP
555
Obermeyer Wealth Partners
Colorado
$936K
PI
556
PFG Investments
New York
$936K
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$934K
SFI
558
Susquehanna Fundamental Investments
Pennsylvania
$915K
SCA
559
Snowden Capital Advisors
New York
$914K
AA
560
ALPS Advisors
Colorado
$913K
IF
561
Intrua Financial
Texas
$912K
AAP
562
Aristotle Atlantic Partners
Florida
$910K
AAP
563
Arax Advisory Partners
Colorado
$907K
SVWAG
564
Sound View Wealth Advisors Group
Georgia
$904K
SSA
565
Sierra Summit Advisors
Nevada
$893K
MCA
566
MSH Capital Advisors
Arizona
$892K
OIA
567
OneDigital Investment Advisors
Kansas
$892K
TSWM
568
Triangle Securities Wealth Management
North Carolina
$892K
WAS
569
Winch Advisory Services
Wisconsin
$881K
VWM
570
Venturi Wealth Management
Texas
$876K
UCFA
571
United Capital Financial Advisors
Texas
$873K
CT
572
Chicago Trust
Illinois
$873K
TRCT
573
Tower Research Capital (TRC)
New York
$871K
BMC
574
Beaton Management Company
Massachusetts
$869K
CSIC
575
Clifford Swan Investment Counsel
California
$866K