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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
CIM
726
Contravisory Investment Management
Massachusetts
$482K
MWM
727
Mission Wealth Management
California
$482K
CFA
728
CWS Financial Advisors
Michigan
$481K
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$478K
PL
730
Plancorp LLC
Missouri
$477K
WPA
731
West Paces Advisors
Georgia
$477K
SCTC
732
Sanibel Captiva Trust Company
Florida
$475K
IWA
733
Inspirion Wealth Advisors
Illinois
$468K
BFS
734
Bard Financial Services
Connecticut
$465K
ECM
735
Everence Capital Management
Indiana
$464K
RWM
736
Revisor Wealth Management
Ohio
$462K
MLL
737
Moody Lynn & Lieberson
Massachusetts
$462K
CSPIA
738
Cary Street Partners Investment Advisory
Virginia
$461K
CAM
739
Carret Asset Management
New York
$458K
ZF
740
Zhang Financial
Michigan
$458K
Vontobel Holding
741
Vontobel Holding
Switzerland
$456K
MHIC
742
Marble Harbor Investment Counsel
Massachusetts
$456K
SBWIC
743
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K
GSB
744
Greenfield Savings Bank
Massachusetts
$453K
BC
745
Bruce & Co
Illinois
$452K
LI
746
LVZ Inc
Michigan
$441K
FGA
747
Fortis Group Advisors
New Jersey
$436K
AP
748
Appleton Partners
Massachusetts
$436K
ST
749
Smithfield Trust
Pennsylvania
$435K
BOPW
750
Brandywine Oak Private Wealth
Pennsylvania
$434K