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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
BRWA
776
B. Riley Wealth Advisors
Florida
$401K
PPWP
777
Premier Path Wealth Partners
New Jersey
$400K
KWM
778
Kiker Wealth Management
Georgia
$398K
MWM
779
Maridea Wealth Management
New York
$397K
FMI
780
F/M Investments
District of Columbia
$397K
RMCM
781
Reynders McVeigh Capital Management
Massachusetts
$396K
GM
782
GeoWealth Management
Illinois
$395K
NF
783
Nvest Financial
New Hampshire
$392K
TSMHT
784
Thurston Springer Miller Herd & Titak
Indiana
$392K
CSP
785
Cary Street Partners
Virginia
$391K
CAMG
786
CWA Asset Management Group
Florida
$389K
SFS
787
Sowell Financial Services
Arkansas
$389K
SAM
788
Strategy Asset Managers
California
$388K
BS
789
Banco Santander
Spain
$384K
PWP
790
Phillips Wealth Planners
Mississippi
$384K
RSWM
791
Robertson Stephens Wealth Management
California
$378K
BIG
792
Brooklyn Investment Group
New York
$377K
PNC
793
Park National Corp
Ohio
$377K
GCP
794
GSA Capital Partners
United Kingdom
$376K
AO
795
Advisor OS
Illinois
$375K
ZIM
796
Zacks Investment Management
Illinois
$374K
SIAM
797
Sterling Investment Advisors (Missouri)
Missouri
$374K
BNP Paribas Asset Management
798
BNP Paribas Asset Management
France
$373K
MA
799
MJP Associates
Connecticut
$372K
SW
800
SkyOak Wealth
Michigan
$372K