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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
CWP
951
CFM Wealth Partners
Texas
$252K
CAM
952
Cozad Asset Management
Illinois
$251K
GLA
953
Great Lakes Advisors
Illinois
$251K
SLC
954
Second Line Capital
Louisiana
$251K
WP
955
WealthShield Partners
North Carolina
$250K
LAM
956
Longboard Asset Management
Arizona
$249K
HIMS
957
Hager Investment Management Services
New Hampshire
$249K
HR
958
Howe & Rusling
New York
$248K
BAM
959
Blueshift Asset Management
New Jersey
$247K
BSTWA
960
Blake Schutter Theil Wealth Advisors
Ohio
$246K
PPC
961
Park Place Capital
Alabama
$246K
SW
962
SVB Wealth
Massachusetts
$246K
MSWM
963
Mowery & Schoenfeld Wealth Management
Illinois
$244K
ANTB
964
AMG National Trust Bank
Colorado
$243K
FHA
965
Flagship Harbor Advisors
Massachusetts
$241K
CWM
966
Connecticut Wealth Management
Connecticut
$240K
KOMWMG
967
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$238K
CPIG
968
Chicago Partners Investment Group
Illinois
$238K
NRS
969
Neville Rodie & Shaw
New York
$238K
ET
970
Equitable Trust
Tennessee
$236K
HCM
971
Howard Capital Management
Georgia
$236K
FMLI
972
Fukoku Mutual Life Insurance
Japan
$235K
CIM
973
Cambria Investment Management
California
$235K
PFA
974
Plotkin Financial Advisors
Maryland
$234K
EA
975
Everpar Advisors
Oklahoma
$233K