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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
HBT
676
Heartland Bank & Trust
Illinois
$586K
SI
677
Stephens Inc
Arkansas
$585K
TFGT
678
TS Financial Group (TSFG)
Illinois
$584K
CWA
679
Centennial Wealth Advisory
Michigan
$582K
SC
680
Syon Capital
California
$580K
RA
681
Ransom Advisory
Rhode Island
$579K
ACM
682
Advisors Capital Management
New Jersey
$579K
MFT
683
Moisand Fitzgerald Tamayo
Florida
$577K
DAS
684
Dynamic Advisor Solutions
Arizona
$571K
BPWM
685
Badgley Phelps Wealth Managers
Washington
$569K
BMWM
686
Brown Miller Wealth Management
Virginia
$568K
FA
687
Faithward Advisors
Pennsylvania
$567K
DZ Bank
688
DZ Bank
Germany
$562K
PWM
689
Partnership Wealth Management
Maryland
$561K
SW
690
Simplicity Wealth
New Jersey
$560K
FAN
691
Financial Advisors Network
California
$558K
MCM
692
Mill Capital Management
North Carolina
$553K
ACI
693
Alpha Cubed Investments
California
$552K
OC
694
Oarsman Capital
Wisconsin
$551K
SWM
695
Segment Wealth Management
Texas
$545K
FAP
696
Financial Advisory Partners
Florida
$543K
PA
697
Parallel Advisors
California
$543K
SMC
698
Smith, Moore & Co
Missouri
$542K
AWA
699
Aaron Wealth Advisors
Illinois
$541K
VCM
700
Voleon Capital Management
California
$539K