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WEC Energy

1,277 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, 530 increasing their positions, 367 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: 1,2501,277 (+27)

0.53% more ownership

Funds ownership: 82.74%83.27% (+0.53%)

45% less call options, than puts

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

Holders
1,277
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
TWM
1001
Tradition Wealth Management
Minnesota
$211K
CAM
1002
Clark Asset Management
New Hampshire
$211K
MFGM
1003
Marshall Financial Group (Maryland)
Maryland
$211K
LFG
1004
Larson Financial Group
Missouri
$210K
DE
1005
Diversified Enterprises
Delaware
$210K
EFSCE
1006
Enterprise Financial Services Corp (EFSC)
Missouri
$209K
IIM
1007
Ipswich Investment Management
Massachusetts
$208K
NCM
1008
Next Capital Management
New York
$207K
PHS
1009
Pekin Hardy Strauss
Illinois
$206K
CCWM
1010
Correct Capital Wealth Management
Missouri
$206K
BFA
1011
Bill Few Associates
Pennsylvania
$206K
CFS
1012
CRA Financial Services
New Jersey
$206K
CI
1013
CX Institutional
Indiana
$206K
FCAS
1014
First Command Advisory Services
Texas
$206K
LCM
1015
Lazari Capital Management
California
$205K
TWP
1016
Tyche Wealth Partners
Texas
$204K
RCM
1017
Radnor Capital Management
Pennsylvania
$204K
RFS
1018
Richardson Financial Services
Massachusetts
$203K
SCM
1019
Shelton Capital Management
Colorado
$203K
SMAM
1020
Sugar Maple Asset Management
Wisconsin
$203K
SG
1021
StoneX Group
New York
$202K
FPGK
1022
Financial Partners Group (Kansas)
Kansas
$201K
Acadian Asset Management
1023
Acadian Asset Management
Massachusetts
$201K
MMG
1024
Monetary Management Group
Missouri
$201K
GFA
1025
Gladwyn Financial Advisors
Virginia
$192K