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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
SCM
701
SKBA Capital Management
California
$536K
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$535K
AWM
703
Axxcess Wealth Management
California
$528K
RAM
704
Redmond Asset Management
Virginia
$527K
MSAM
705
Moloney Securities Asset Management
Missouri
$526K
HFM
706
Hartford Funds Management
Pennsylvania
$525K
HTC
707
Haverford Trust Company
Pennsylvania
$524K
MGIA
708
Moneta Group Investment Advisors
Missouri
$524K
CTA
709
Chesley Taft & Associates
Illinois
$523K
MCM
710
Monument Capital Management
Virginia
$519K
FTWA
711
Fifth Third Wealth Advisors
Ohio
$518K
HI
712
Hudock Inc
Pennsylvania
$517K
LIA
713
LS Investment Advisors
Michigan
$514K
MCM
714
McDonough Capital Management
Florida
$513K
MIM
715
Marshall Investment Management
Colorado
$505K
CTA
716
Colonial Trust Advisors
South Carolina
$501K
BBW
717
Blue Barn Wealth
Utah
$496K
GWMR
718
GC Wealth Management RIA
Massachusetts
$496K
CA
719
Crewe Advisors
Utah
$495K
WF
720
WoodTrust Financial
Wisconsin
$495K
CPSC
721
Carl P. Sherr & Co
Massachusetts
$492K
FCM
722
Fourpath Capital Management
Oklahoma
$491K
TFO
723
Tarbox Family Office
California
$489K
WFI
724
West Family Investments
California
$487K
SAG
725
SageView Advisory Group
California
$486K