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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
BTWM
676
Brass Tax Wealth Management
Ohio
$588K
PMG
677
ProVise Management Group
Florida
$588K
SAM
678
Shell Asset Management
Netherlands
$587K
HBT
679
Heartland Bank & Trust
Illinois
$586K
SI
680
Stephens Inc
Arkansas
$585K
TFGT
681
TS Financial Group (TSFG)
Illinois
$584K
CWA
682
Centennial Wealth Advisory
Michigan
$582K
SC
683
Syon Capital
California
$580K
RA
684
Ransom Advisory
Rhode Island
$579K
ACM
685
Advisors Capital Management
New Jersey
$579K
MFT
686
Moisand Fitzgerald Tamayo
Florida
$577K
DAS
687
Dynamic Advisor Solutions
Arizona
$571K
BPWM
688
Badgley Phelps Wealth Managers
Washington
$569K
BMWM
689
Brown Miller Wealth Management
Virginia
$568K
FA
690
Faithward Advisors
Pennsylvania
$567K
DZ Bank
691
DZ Bank
Germany
$562K
PWM
692
Partnership Wealth Management
Maryland
$561K
SW
693
Simplicity Wealth
New Jersey
$560K
FAN
694
Financial Advisors Network
California
$558K
MCM
695
Mill Capital Management
North Carolina
$553K
ACI
696
Alpha Cubed Investments
California
$552K
OC
697
Oarsman Capital
Wisconsin
$551K
SWM
698
Segment Wealth Management
Texas
$545K
FAP
699
Financial Advisory Partners
Florida
$543K
PA
700
Parallel Advisors
California
$543K