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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
CCM
651
Coldstream Capital Management
Washington
$648K
ET
652
Entropy Technologies
New York
$646K
CC
653
Chicago Capital
Illinois
$646K
PGFC
654
Peapack-Gladstone Financial Corp
New Jersey
$645K
MLFP
655
MPS Loria Financial Planners
Illinois
$644K
DWM
656
Dakota Wealth Management
Florida
$638K
Aviva
657
Aviva
United Kingdom
$635K
CSB
658
City State Bank
Iowa
$632K
MC
659
Moors & Cabot
Massachusetts
$632K
LIM
660
Loudon Investment Management
New Hampshire
$628K
IGAM
661
iA Global Asset Management
Quebec, Canada
$626K
CW
662
CreativeOne Wealth
Kansas
$624K
MWM
663
MGB Wealth Management
Texas
$622K
HCM
664
Hutner Capital Management
Vermont
$622K
PPWM
665
Paragon Private Wealth Management
Kentucky
$621K
RMC
666
Resources Management Corp
Connecticut
$620K
SFC
667
SYM Financial Corp
Indiana
$617K
FPAS
668
Focus Partners Advisor Solutions
Missouri
$614K
FMTC
669
Farmers & Merchants Trust Company
California
$606K
TWM
670
Thrive Wealth Management
Pennsylvania
$604K
DB
671
Danske Bank
Denmark
$603K
MYIA
672
Mount Yale Investment Advisors
Colorado
$600K
TE
673
Tema ETFs
New York
$597K
BFO
674
Boston Family Office
Massachusetts
$596K
MAM
675
Martingale Asset Management
Massachusetts
$593K