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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
OA
1026
Operose Advisors
Wisconsin
$185K
CFB
1027
Cullen/Frost Bankers
Texas
$183K
VIA
1028
Virtus Investment Advisers
Connecticut
$180K
QC
1029
Quent Capital
New York
$177K
MWPCG
1030
Measured Wealth Private Client Group
New Hampshire
$162K
SS
1031
Sunbelt Securities
Texas
$158K
FP
1032
Financial Perspectives
Minnesota
$153K
NB
1033
NBT Bank
New York
$152K
JFA
1034
JNBA Financial Advisors
Minnesota
$150K
FNWA
1035
Financial Network Wealth Advisors
Utah
$145K
CA
1036
CoreCap Advisors
Michigan
$140K
TCOV
1037
Trust Company of Vermont
Vermont
$136K
HBT
1038
Hills Bank & Trust
Iowa
$134K
CFD
1039
Creative Financial Designs
Indiana
$131K
TWC
1040
TD Waterhouse Canada
Ontario, Canada
$129K
EWM
1041
Evermay Wealth Management
Virginia
$129K
DJSG
1042
D.J. St. Germain
Massachusetts
$127K
RWM
1043
RMG Wealth Management
Wisconsin
$124K
IFS
1044
Intelligent Financial Strategies
Minnesota
$121K
TFM
1045
TFC Financial Management
Massachusetts
$121K
TH
1046
TCTC Holdings
Texas
$117K
TFA
1047
Transamerica Financial Advisors
Florida
$116K
AT
1048
Avalon Trust
New Mexico
$114K
PB
1049
Pinnacle Bancorp
Nebraska
$113K
PWMG
1050
Prestige Wealth Management Group
New Jersey
$112K