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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
FCM
726
Fourpath Capital Management
Oklahoma
$491K
TFO
727
Tarbox Family Office
California
$489K
WFI
728
West Family Investments
California
$487K
SAG
729
SageView Advisory Group
California
$486K
CIM
730
Contravisory Investment Management
Massachusetts
$482K
MWM
731
Mission Wealth Management
California
$482K
CFA
732
CWS Financial Advisors
Michigan
$481K
OSNBOA
733
Old Second National Bank of Aurora
Illinois
$478K
PL
734
Plancorp LLC
Missouri
$477K
WPA
735
West Paces Advisors
Georgia
$477K
SCTC
736
Sanibel Captiva Trust Company
Florida
$475K
IWA
737
Inspirion Wealth Advisors
Illinois
$468K
BFS
738
Bard Financial Services
Connecticut
$465K
ECM
739
Everence Capital Management
Indiana
$464K
RWM
740
Revisor Wealth Management
Ohio
$462K
MLL
741
Moody Lynn & Lieberson
Massachusetts
$462K
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
$461K
CAM
743
Carret Asset Management
New York
$458K
ZF
744
Zhang Financial
Michigan
$458K
Vontobel Holding
745
Vontobel Holding
Switzerland
$456K
MHIC
746
Marble Harbor Investment Counsel
Massachusetts
$456K
SBWIC
747
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K
GSB
748
Greenfield Savings Bank
Massachusetts
$453K
BC
749
Bruce & Co
Illinois
$452K
LI
750
LVZ Inc
Michigan
$441K