WEC icon

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
MIM
926
Meridiem Investment Management
United Kingdom
$273K
PW
927
PUREfi Wealth
Massachusetts
$272K
BEAM
928
Baker Ellis Asset Management
Washington
$272K
LWM
929
Liberty Wealth Management
California
$272K
AUB
930
Atlantic Union Bankshares
Virginia
$270K
CIA
931
Choate Investment Advisors
Massachusetts
$269K
OF
932
Optimize Financial
California
$268K
TWP
933
Tower Wealth Partners
Pennsylvania
$268K
KCP
934
Kera Capital Partners
California
$268K
SPC
935
Spirepoint Private Client
Florida
$267K
LC
936
LCNB Corp
Ohio
$266K
RBFC
937
Roman Butler Fullerton & Co
Missouri
$265K
FFG
938
Fiduciary Financial Group
California
$264K
MSFS
939
Main Street Financial Solutions
Pennsylvania
$264K
FMTCOCP
940
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K
IC
941
IEQ Capital
California
$261K
AWM
942
Aprio Wealth Management
Georgia
$260K
MPWT
943
MassMutual Private Wealth & Trust
Connecticut
$259K
ESB
944
Essex Savings Bank
Connecticut
$258K
AWAP
945
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K
TAM
946
Tocqueville Asset Management
New York
$256K
PFA
947
Pure Financial Advisors
California
$256K
LFG
948
Lockerman Financial Group
California
$255K
NWMG
949
National Wealth Management Group
Ohio
$255K
PCTC
950
Perkins Coie Trust Company
Washington
$252K