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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
PMSA
851
Patrick M. Sweeney & Associates
Illinois
$324K
EWA
852
EverSource Wealth Advisors
Alabama
$323K
MWM
853
MBE Wealth Management
Wisconsin
$320K
HWMG
854
Hurlow Wealth Management Group
Indiana
$320K
QCG
855
Quadrant Capital Group
Ohio
$319K
LWM
856
Lodestone Wealth Management
Washington
$319K
FWA
857
FSM Wealth Advisors
Ohio
$318K
NPF
858
Norris Perne & French
Michigan
$318K
AIM
859
Alhambra Investment Management
Florida
$317K
CAAS
860
Capital Asset Advisory Services
Michigan
$317K
FCP
861
Fidelis Capital Partners
Florida
$317K
MPWS
862
McCarter Private Wealth Services
Massachusetts
$316K
JSA
863
Jacobson & Schmitt Advisors
Wisconsin
$315K
BCV
864
Banque Cantonale Vaudoise
Switzerland
$315K
AFP
865
Ausdal Financial Partners
Iowa
$315K
SP
866
Successful Portfolios
Florida
$315K
KBFS
867
Kohmann Bosshard Financial Services
Ohio
$315K
GT
868
Glenview Trust
Kentucky
$313K
CA
869
Commerzbank Aktiengesellschaft
Germany
$313K
FFA
870
First Foundation Advisors
California
$309K
II
871
Inspire Investing
Idaho
$308K
LOPW
872
Live Oak Private Wealth
North Carolina
$308K
CCA
873
Checchi Capital Advisers
California
$306K
IIC
874
Ironwood Investment Counsel
Arizona
$304K
LCM
875
Liberty Capital Management
Michigan
$304K