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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
B
876
Bailard
California
$302K
IPWA
877
International Private Wealth Advisors
California
$302K
PFBT
878
Parkside Financial Bank & Trust
Missouri
$301K
MIM
879
MTM Investment Management
South Carolina
$301K
BC
880
Bowman & Company
Wisconsin
$301K
BCP
881
Blue Chip Partners
Michigan
$301K
ADL
882
Asset Dedication LLC
California
$299K
SGK
883
Steigerwald Gordon & Koch
Virginia
$299K
GWP
884
Gateway Wealth Partners
Wisconsin
$297K
MP
885
McDonald Partners
Ohio
$297K
WAM
886
WFA Asset Management
Wisconsin
$297K
MSWM
887
Master's Wealth Management
Pennsylvania
$297K
CISOA
888
Capital Investment Services of America
Wisconsin
$296K
PWAM
889
Pinnacle West Asset Management
Wyoming
$296K
ONSWM
890
Old North State Wealth Management
North Carolina
$295K
IWN
891
Independent Wealth Network
Iowa
$294K
GFP
892
Gryphon Financial Partners
Ohio
$294K
AIA
893
AssuredPartners Investment Advisors
Florida
$294K
JWM
894
JGP Wealth Management
Oregon
$293K
OA
895
Oxbow Advisors
Texas
$293K
PWA
896
Providence Wealth Advisors
Illinois
$292K
KFGG
897
Keystone Financial Group (Georgia)
Georgia
$292K
TC
898
TownSquare Capital
Utah
$291K
CA
899
Continuum Advisory
Idaho
$290K
A
900
AlphaQuest
New York
$289K