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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
CM
951
Capital Management
Virginia
$252K
CWP
952
CFM Wealth Partners
Texas
$252K
CAM
953
Cozad Asset Management
Illinois
$251K
GLA
954
Great Lakes Advisors
Illinois
$251K
SLC
955
Second Line Capital
Louisiana
$251K
WP
956
WealthShield Partners
North Carolina
$250K
LAM
957
Longboard Asset Management
Arizona
$249K
HIMS
958
Hager Investment Management Services
New Hampshire
$249K
HR
959
Howe & Rusling
New York
$248K
BAM
960
Blueshift Asset Management
New Jersey
$247K
BSTWA
961
Blake Schutter Theil Wealth Advisors
Ohio
$246K
PPC
962
Park Place Capital
Alabama
$246K
SW
963
SVB Wealth
Massachusetts
$246K
MSWM
964
Mowery & Schoenfeld Wealth Management
Illinois
$244K
ANTB
965
AMG National Trust Bank
Colorado
$243K
FHA
966
Flagship Harbor Advisors
Massachusetts
$241K
CWM
967
Connecticut Wealth Management
Connecticut
$240K
KOMWMG
968
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$238K
CPIG
969
Chicago Partners Investment Group
Illinois
$238K
NRS
970
Neville Rodie & Shaw
New York
$238K
ET
971
Equitable Trust
Tennessee
$236K
HCM
972
Howard Capital Management
Georgia
$236K
FMLI
973
Fukoku Mutual Life Insurance
Japan
$235K
CIM
974
Cambria Investment Management
California
$235K
PFA
975
Plotkin Financial Advisors
Maryland
$234K