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WEC Energy

1,277 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, 530 increasing their positions, 367 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: 1,2501,277 (+27)

0.53% more ownership

Funds ownership: 82.74%83.27% (+0.53%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,277
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
NPF
851
Norris Perne & French
Michigan
$318K
AIM
852
Alhambra Investment Management
Florida
$317K
CAAS
853
Capital Asset Advisory Services
Michigan
$317K
FCP
854
Fidelis Capital Partners
Florida
$317K
MPWS
855
McCarter Private Wealth Services
Massachusetts
$316K
JSA
856
Jacobson & Schmitt Advisors
Wisconsin
$315K
BCV
857
Banque Cantonale Vaudoise
Switzerland
$315K
AFP
858
Ausdal Financial Partners
Iowa
$315K
SP
859
Successful Portfolios
Florida
$315K
KBFS
860
Kohmann Bosshard Financial Services
Ohio
$315K
GT
861
Glenview Trust
Kentucky
$313K
CA
862
Commerzbank Aktiengesellschaft
Germany
$313K
FFA
863
First Foundation Advisors
California
$309K
II
864
Inspire Investing
Idaho
$308K
LOPW
865
Live Oak Private Wealth
North Carolina
$308K
CCA
866
Checchi Capital Advisers
California
$306K
IIC
867
Ironwood Investment Counsel
Arizona
$304K
LCM
868
Liberty Capital Management
Michigan
$304K
B
869
Bailard
California
$302K
IPWA
870
International Private Wealth Advisors
California
$302K
PFBT
871
Parkside Financial Bank & Trust
Missouri
$301K
MIM
872
MTM Investment Management
South Carolina
$301K
BC
873
Bowman & Company
Wisconsin
$301K
BCP
874
Blue Chip Partners
Michigan
$301K
ADL
875
Asset Dedication LLC
California
$299K