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