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WEC Energy

1,286 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: 1,2531,286 (+33)

0.57% more ownership

Funds ownership: 82.78%83.35% (+0.57%)

45% less call options, than puts

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

Holders
1,286
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
LCM
876
Liberty Capital Management
Michigan
$304K
B
877
Bailard
California
$302K
IPWA
878
International Private Wealth Advisors
California
$302K
PFBT
879
Parkside Financial Bank & Trust
Missouri
$301K
MIM
880
MTM Investment Management
South Carolina
$301K
BC
881
Bowman & Company
Wisconsin
$301K
BCP
882
Blue Chip Partners
Michigan
$301K
ADL
883
Asset Dedication LLC
California
$299K
SGK
884
Steigerwald Gordon & Koch
Virginia
$299K
GWP
885
Gateway Wealth Partners
Wisconsin
$297K
MP
886
McDonald Partners
Ohio
$297K
WAM
887
WFA Asset Management
Wisconsin
$297K
MSWM
888
Master's Wealth Management
Pennsylvania
$297K
CISOA
889
Capital Investment Services of America
Wisconsin
$296K
PWAM
890
Pinnacle West Asset Management
Wyoming
$296K
ONSWM
891
Old North State Wealth Management
North Carolina
$295K
IWN
892
Independent Wealth Network
Iowa
$294K
GFP
893
Gryphon Financial Partners
Ohio
$294K
AIA
894
AssuredPartners Investment Advisors
Florida
$294K
JWM
895
JGP Wealth Management
Oregon
$293K
OA
896
Oxbow Advisors
Texas
$293K
PWA
897
Providence Wealth Advisors
Illinois
$292K
KFGG
898
Keystone Financial Group (Georgia)
Georgia
$292K
TC
899
TownSquare Capital
Utah
$291K
CA
900
Continuum Advisory
Idaho
$290K