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WEC Energy

1,286 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: 1,2531,286 (+33)

0.57% more ownership

Funds ownership: 82.78%83.35% (+0.57%)

45% less call options, than puts

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

Holders
1,286
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
RFS
1026
Richardson Financial Services
Massachusetts
$203K
SMAM
1027
Sugar Maple Asset Management
Wisconsin
$203K
SCM
1028
Shelton Capital Management
Colorado
$203K
SG
1029
StoneX Group
New York
$202K
FPGK
1030
Financial Partners Group (Kansas)
Kansas
$201K
Acadian Asset Management
1031
Acadian Asset Management
Massachusetts
$201K
MMG
1032
Monetary Management Group
Missouri
$201K
CIA
1033
Cape Investment Advisory
Georgia
$195K
GFA
1034
Gladwyn Financial Advisors
Virginia
$192K
OA
1035
Operose Advisors
Wisconsin
$185K
CFB
1036
Cullen/Frost Bankers
Texas
$183K
VIA
1037
Virtus Investment Advisers
Connecticut
$180K
QC
1038
Quent Capital
New York
$177K
MWPCG
1039
Measured Wealth Private Client Group
New Hampshire
$162K
SS
1040
Sunbelt Securities
Texas
$158K
FP
1041
Financial Perspectives
Minnesota
$153K
NB
1042
NBT Bank
New York
$152K
JFA
1043
JNBA Financial Advisors
Minnesota
$150K
FNWA
1044
Financial Network Wealth Advisors
Utah
$145K
CA
1045
CoreCap Advisors
Michigan
$140K
TCOV
1046
Trust Company of Vermont
Vermont
$136K
HBT
1047
Hills Bank & Trust
Iowa
$134K
CFD
1048
Creative Financial Designs
Indiana
$131K
TWC
1049
TD Waterhouse Canada
Ontario, Canada
$129K
EWM
1050
Evermay Wealth Management
Virginia
$129K