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WEC Energy

1,285 hedge funds and large institutions have $30.7B invested in WEC Energy in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 537 increasing their positions, 370 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:

3% more funds holding

Funds holding: 1,2531,285 (+32)

0.56% more ownership

Funds ownership: 82.78%83.34% (+0.56%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,285
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
PFG
626
PAX Financial Group
Texas
$705K
CPWA
627
Cerro Pacific Wealth Advisors
California
$702K
S
628
SignatureFD
Georgia
$698K
RWP
629
RWA Wealth Partners
Massachusetts
$695K
IMRF
630
Illinois Municipal Retirement Fund
Illinois
$688K
WA
631
Waverly Advisors
Alabama
$680K
VCA
632
Verdence Capital Advisors
Maryland
$680K
BP
633
Ballentine Partners
Massachusetts
$680K
SWP
634
Sagespring Wealth Partners
Tennessee
$678K
TGAM
635
TBH Global Asset Management
Tennessee
$678K
FFN
636
Focus Financial Network
Minnesota
$678K
PTC
637
Private Trust Company
Ohio
$675K
PCIA
638
Prime Capital Investment Advisors
Kansas
$673K
ECA
639
Elevated Capital Advisors
Utah
$666K
ACM
640
AlphaStar Capital Management
North Carolina
$666K
AFG
641
Atomi Financial Group
New York
$664K
FFM
642
Forum Financial Management
Illinois
$663K
DWP
643
Daymark Wealth Partners
Ohio
$663K
DT
644
Diversified Trust
Tennessee
$658K
CIS
645
Custom Index Systems
New York
$658K
CPCPP
646
Canada Post Corporation Pension Plan
Canada
$656K
HSA
647
HBK Sorce Advisory
Pennsylvania
$652K
KNW
648
Kesler Norman & Wride
Utah
$651K
TPA
649
Trivium Point Advisory
Connecticut
$650K
CTC
650
Central Trust Company
Missouri
$649K