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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
Aviva
651
Aviva
United Kingdom
$635K
CSB
652
City State Bank
Iowa
$632K
MC
653
Moors & Cabot
Massachusetts
$632K
LIM
654
Loudon Investment Management
New Hampshire
$628K
IGAM
655
iA Global Asset Management
Quebec, Canada
$626K
CW
656
CreativeOne Wealth
Kansas
$624K
MWM
657
MGB Wealth Management
Texas
$622K
HCM
658
Hutner Capital Management
Vermont
$622K
PPWM
659
Paragon Private Wealth Management
Kentucky
$621K
RMC
660
Resources Management Corp
Connecticut
$620K
SFC
661
SYM Financial Corp
Indiana
$617K
FPAS
662
Focus Partners Advisor Solutions
Missouri
$614K
FMTC
663
Farmers & Merchants Trust Company
California
$606K
TWM
664
Thrive Wealth Management
Pennsylvania
$604K
DB
665
Danske Bank
Denmark
$603K
MYIA
666
Mount Yale Investment Advisors
Colorado
$600K
TE
667
Tema ETFs
New York
$597K
BFO
668
Boston Family Office
Massachusetts
$596K
MAM
669
Martingale Asset Management
Massachusetts
$593K
BTWM
670
Brass Tax Wealth Management
Ohio
$588K
PMG
671
ProVise Management Group
Florida
$588K
SAM
672
Shell Asset Management
Netherlands
$587K
HBT
673
Heartland Bank & Trust
Illinois
$586K
SI
674
Stephens Inc
Arkansas
$585K
TFGT
675
TS Financial Group (TSFG)
Illinois
$584K