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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
WP
951
WealthShield Partners
North Carolina
$250K
LAM
952
Longboard Asset Management
Arizona
$249K
HIMS
953
Hager Investment Management Services
New Hampshire
$249K
HR
954
Howe & Rusling
New York
$248K
BAM
955
Blueshift Asset Management
New Jersey
$247K
BSTWA
956
Blake Schutter Theil Wealth Advisors
Ohio
$246K
PPC
957
Park Place Capital
Alabama
$246K
SW
958
SVB Wealth
Massachusetts
$246K
MSWM
959
Mowery & Schoenfeld Wealth Management
Illinois
$244K
ANTB
960
AMG National Trust Bank
Colorado
$243K
FHA
961
Flagship Harbor Advisors
Massachusetts
$241K
CWM
962
Connecticut Wealth Management
Connecticut
$240K
KOMWMG
963
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$238K
CPIG
964
Chicago Partners Investment Group
Illinois
$238K
NRS
965
Neville Rodie & Shaw
New York
$238K
ET
966
Equitable Trust
Tennessee
$236K
HCM
967
Howard Capital Management
Georgia
$236K
FMLI
968
Fukoku Mutual Life Insurance
Japan
$235K
CIM
969
Cambria Investment Management
California
$235K
PFA
970
Plotkin Financial Advisors
Maryland
$234K
EA
971
Everpar Advisors
Oklahoma
$233K
AC
972
Avestar Capital
New York
$232K
RFN
973
RDA Financial Network
Iowa
$232K
KL
974
KilterHowling LLC
Colorado
$231K
Fisher Asset Management
975
Fisher Asset Management
Washington
$231K