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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
CWA
676
Centennial Wealth Advisory
Michigan
$582K
SC
677
Syon Capital
California
$580K
RA
678
Ransom Advisory
Rhode Island
$579K
ACM
679
Advisors Capital Management
New Jersey
$579K
MFT
680
Moisand Fitzgerald Tamayo
Florida
$577K
DAS
681
Dynamic Advisor Solutions
Arizona
$571K
BPWM
682
Badgley Phelps Wealth Managers
Washington
$569K
BMWM
683
Brown Miller Wealth Management
Virginia
$568K
FA
684
Faithward Advisors
Pennsylvania
$567K
DZ Bank
685
DZ Bank
Germany
$562K
PWM
686
Partnership Wealth Management
Maryland
$561K
SW
687
Simplicity Wealth
New Jersey
$560K
FAN
688
Financial Advisors Network
California
$558K
MCM
689
Mill Capital Management
North Carolina
$553K
ACI
690
Alpha Cubed Investments
California
$552K
OC
691
Oarsman Capital
Wisconsin
$551K
SWM
692
Segment Wealth Management
Texas
$545K
FAP
693
Financial Advisory Partners
Florida
$543K
PA
694
Parallel Advisors
California
$543K
SMC
695
Smith, Moore & Co
Missouri
$542K
AWA
696
Aaron Wealth Advisors
Illinois
$541K
VCM
697
Voleon Capital Management
California
$539K
SCM
698
SKBA Capital Management
California
$536K
LNWWM
699
Laird Norton Wetherby Wealth Management
California
$535K
AWM
700
Axxcess Wealth Management
California
$528K