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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
HDIM
751
Hanson & Doremus Investment Management
Vermont
$432K
PWM
752
Perigon Wealth Management
California
$432K
WPC
753
Wedmont Private Capital
Pennsylvania
$430K
AWA
754
Arete Wealth Advisors
Illinois
$428K
CFG
755
Certior Financial Group
Pennsylvania
$428K
GSEP
756
Golden State Equity Partners
California
$427K
ZIC
757
ZWJ Investment Counsel
Georgia
$426K
IWS
758
Insight Wealth Strategies
California
$426K
TI
759
Tidal Investments
Wisconsin
$425K
LI
760
LifeWealth Investments
Florida
$423K
MPM
761
Meritage Portfolio Management
Kansas
$422K
DSC
762
Duncker Streett & Co
Missouri
$420K
WA
763
WealthTrust Axiom
Pennsylvania
$420K
AF
764
Advisornet Financial
Minnesota
$419K
UB
765
UMB Bank
Missouri
$418K
MP
766
Moment Partners
California
$418K
TCWA
767
Turtle Creek Wealth Advisors
Texas
$416K
CAI
768
Capital Advisors Inc
Oklahoma
$416K
BBA
769
Baader Bank Aktiengesellschaft
Germany
$416K
FRA
770
Frank Rimerman Advisors
California
$415K
CIA
771
Caerus Investment Advisors
Texas
$414K
NP
772
Nilsine Partners
Colorado
$405K
O
773
Ossiam
France
$402K
SWTS
774
Stonehaven Wealth & Tax Solutions
Wisconsin
$401K
AWM
775
Aegis Wealth Management
Maryland
$401K