WEC icon

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
CBTWT
1001
Community Bank & Trust (Waco, Texas)
Texas
$214K
BFW
1002
Brady Family Wealth
Missouri
$214K
SF
1003
Synovus Financial
Georgia
$214K
APA
1004
Astoria Portfolio Advisors
New York
$213K
FDDB
1005
Fidelity D&D Bancorp
Pennsylvania
$212K
FFIC
1006
First Fiduciary Investment Counsel
Ohio
$212K
FB
1007
Finward Bancorp
Indiana
$211K
TWM
1008
Tradition Wealth Management
Minnesota
$211K
CAM
1009
Clark Asset Management
New Hampshire
$211K
MFGM
1010
Marshall Financial Group (Maryland)
Maryland
$211K
LFG
1011
Larson Financial Group
Missouri
$210K
DE
1012
Diversified Enterprises
Delaware
$210K
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$209K
IIM
1014
Ipswich Investment Management
Massachusetts
$208K
NCM
1015
Next Capital Management
New York
$207K
PHS
1016
Pekin Hardy Strauss
Illinois
$206K
CCWM
1017
Correct Capital Wealth Management
Missouri
$206K
BFA
1018
Bill Few Associates
Pennsylvania
$206K
CFS
1019
CRA Financial Services
New Jersey
$206K
CI
1020
CX Institutional
Indiana
$206K
FCAS
1021
First Command Advisory Services
Texas
$206K
LCM
1022
Lazari Capital Management
California
$205K
TWP
1023
Tyche Wealth Partners
Texas
$204K
RCM
1024
Radnor Capital Management
Pennsylvania
$204K
RFS
1025
Richardson Financial Services
Massachusetts
$203K