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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
FDDB
1001
Fidelity D&D Bancorp
Pennsylvania
$212K
FFIC
1002
First Fiduciary Investment Counsel
Ohio
$212K
FB
1003
Finward Bancorp
Indiana
$211K
TWM
1004
Tradition Wealth Management
Minnesota
$211K
CAM
1005
Clark Asset Management
New Hampshire
$211K
MFGM
1006
Marshall Financial Group (Maryland)
Maryland
$211K
LFG
1007
Larson Financial Group
Missouri
$210K
DE
1008
Diversified Enterprises
Delaware
$210K
EFSCE
1009
Enterprise Financial Services Corp (EFSC)
Missouri
$209K
IIM
1010
Ipswich Investment Management
Massachusetts
$208K
NCM
1011
Next Capital Management
New York
$207K
PHS
1012
Pekin Hardy Strauss
Illinois
$206K
CCWM
1013
Correct Capital Wealth Management
Missouri
$206K
BFA
1014
Bill Few Associates
Pennsylvania
$206K
CFS
1015
CRA Financial Services
New Jersey
$206K
CI
1016
CX Institutional
Indiana
$206K
FCAS
1017
First Command Advisory Services
Texas
$206K
LCM
1018
Lazari Capital Management
California
$205K
TWP
1019
Tyche Wealth Partners
Texas
$204K
RCM
1020
Radnor Capital Management
Pennsylvania
$204K
RFS
1021
Richardson Financial Services
Massachusetts
$203K
SCM
1022
Shelton Capital Management
Colorado
$203K
SMAM
1023
Sugar Maple Asset Management
Wisconsin
$203K
SG
1024
StoneX Group
New York
$202K
FPGK
1025
Financial Partners Group (Kansas)
Kansas
$201K