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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
BWM
601
Buckley Wealth Management
Nevada
$758K
RIA
602
Regal Investment Advisors
Michigan
$758K
ACA
603
Aptus Capital Advisors
Alabama
$754K
TCOT
604
Trust Company of Toledo
Ohio
$745K
FUBT
605
First United Bank & Trust
Maryland
$744K
AS
606
Altshuler Shaham
Israel
$739K
BWM
607
Blossom Wealth Management
California
$738K
TT
608
TI-Trust
Illinois
$737K
CA
609
Clearstead Advisors
Ohio
$734K
BFS
610
Bradley Foster & Sargent
Connecticut
$732K
NSAM
611
North Star Asset Management
Wisconsin
$731K
BIM
612
Bridges Investment Management
Nebraska
$729K
JSW
613
Journey Strategic Wealth
New Jersey
$723K
NICM
614
Neo Ivy Capital Management
New York
$723K
DFCM
615
Dark Forest Capital Management
Puerto Rico
$717K
GI
616
Gradient Investments
Minnesota
$715K
V
617
VeraBank
Texas
$713K
MSE
618
MUFG Securities EMEA
United Kingdom
$706K
CG
619
Caprock Group
Idaho
$706K
PFG
620
PAX Financial Group
Texas
$705K
CPWA
621
Cerro Pacific Wealth Advisors
California
$702K
S
622
SignatureFD
Georgia
$698K
RWP
623
RWA Wealth Partners
Massachusetts
$695K
IMRF
624
Illinois Municipal Retirement Fund
Illinois
$688K
WA
625
Waverly Advisors
Alabama
$680K