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WEC Energy

1,281 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, 533 increasing their positions, 368 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: 1,2511,281 (+30)

0.55% more ownership

Funds ownership: 82.75%83.3% (+0.55%)

45% less call options, than puts

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

Holders
1,281
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
CIA
926
Choate Investment Advisors
Massachusetts
$269K
OF
927
Optimize Financial
California
$268K
TWP
928
Tower Wealth Partners
Pennsylvania
$268K
KCP
929
Kera Capital Partners
California
$268K
SPC
930
Spirepoint Private Client
Florida
$267K
LC
931
LCNB Corp
Ohio
$266K
RBFC
932
Roman Butler Fullerton & Co
Missouri
$265K
FFG
933
Fiduciary Financial Group
California
$264K
MSFS
934
Main Street Financial Solutions
Pennsylvania
$264K
FMTCOCP
935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K
IC
936
IEQ Capital
California
$261K
AWM
937
Aprio Wealth Management
Georgia
$260K
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$259K
ESB
939
Essex Savings Bank
Connecticut
$258K
AWAP
940
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K
TAM
941
Tocqueville Asset Management
New York
$256K
PFA
942
Pure Financial Advisors
California
$256K
LFG
943
Lockerman Financial Group
California
$255K
NWMG
944
National Wealth Management Group
Ohio
$255K
PCTC
945
Perkins Coie Trust Company
Washington
$252K
CM
946
Capital Management
Virginia
$252K
CWP
947
CFM Wealth Partners
Texas
$252K
CAM
948
Cozad Asset Management
Illinois
$251K
GLA
949
Great Lakes Advisors
Illinois
$251K
SLC
950
Second Line Capital
Louisiana
$251K