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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
RWP
626
RWA Wealth Partners
Massachusetts
$695K
IMRF
627
Illinois Municipal Retirement Fund
Illinois
$688K
WA
628
Waverly Advisors
Alabama
$680K
VCA
629
Verdence Capital Advisors
Maryland
$680K
BP
630
Ballentine Partners
Massachusetts
$680K
SWP
631
Sagespring Wealth Partners
Tennessee
$678K
TGAM
632
TBH Global Asset Management
Tennessee
$678K
FFN
633
Focus Financial Network
Minnesota
$678K
PTC
634
Private Trust Company
Ohio
$675K
PCIA
635
Prime Capital Investment Advisors
Kansas
$673K
ECA
636
Elevated Capital Advisors
Utah
$666K
ACM
637
AlphaStar Capital Management
North Carolina
$666K
AFG
638
Atomi Financial Group
New York
$664K
FFM
639
Forum Financial Management
Illinois
$663K
DWP
640
Daymark Wealth Partners
Ohio
$663K
DT
641
Diversified Trust
Tennessee
$658K
CIS
642
Custom Index Systems
New York
$658K
CPCPP
643
Canada Post Corporation Pension Plan
Canada
$656K
HSA
644
HBK Sorce Advisory
Pennsylvania
$652K
KNW
645
Kesler Norman & Wride
Utah
$651K
TPA
646
Trivium Point Advisory
Connecticut
$650K
CTC
647
Central Trust Company
Missouri
$649K
CCM
648
Coldstream Capital Management
Washington
$648K
ET
649
Entropy Technologies
New York
$646K
CC
650
Chicago Capital
Illinois
$646K