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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
SMC
701
Smith, Moore & Co
Missouri
$542K
AWA
702
Aaron Wealth Advisors
Illinois
$541K
VCM
703
Voleon Capital Management
California
$539K
SCM
704
SKBA Capital Management
California
$536K
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$535K
AWM
706
Axxcess Wealth Management
California
$528K
RAM
707
Redmond Asset Management
Virginia
$527K
MSAM
708
Moloney Securities Asset Management
Missouri
$526K
HFM
709
Hartford Funds Management
Pennsylvania
$525K
HTC
710
Haverford Trust Company
Pennsylvania
$524K
MGIA
711
Moneta Group Investment Advisors
Missouri
$524K
CTA
712
Chesley Taft & Associates
Illinois
$523K
AMG
713
Advisors Management Group
Wisconsin
$519K
MCM
714
Monument Capital Management
Virginia
$519K
FTWA
715
Fifth Third Wealth Advisors
Ohio
$518K
HI
716
Hudock Inc
Pennsylvania
$517K
LIA
717
LS Investment Advisors
Michigan
$514K
MCM
718
McDonough Capital Management
Florida
$513K
MIM
719
Marshall Investment Management
Colorado
$505K
CTA
720
Colonial Trust Advisors
South Carolina
$501K
BBW
721
Blue Barn Wealth
Utah
$496K
GWMR
722
GC Wealth Management RIA
Massachusetts
$496K
CA
723
Crewe Advisors
Utah
$495K
WF
724
WoodTrust Financial
Wisconsin
$495K
CPSC
725
Carl P. Sherr & Co
Massachusetts
$492K