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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
CWP
1076
Concord Wealth Partners
Virginia
$89.5K
VCM
1077
Versant Capital Management
Arizona
$88.6K
TC
1078
Trust Company
Kansas
$88K
IBOK
1079
Independence Bank of Kentucky
Kentucky
$86.6K
MCM
1080
Manchester Capital Management
Vermont
$84.3K
GKIM
1081
GW&K Investment Management
Massachusetts
$84K
RFP
1082
Root Financial Partners
California
$83.7K
GAM
1083
Guinness Asset Management
United Kingdom
$80.4K
SFCL
1084
Strengthening Families & Communities LLC
Massachusetts
$80.2K
TCM
1085
TruNorth Capital Management
Michigan
$79.1K
RF
1086
Robbins Farley
New Hampshire
$78.4K
JGCM
1087
Joseph Group Capital Management
Ohio
$77.5K
OAM
1088
Ostrum Asset Management
France
$75.6K
Loomis, Sayles & Company
1089
Loomis, Sayles & Company
Massachusetts
$75.4K
BOJHT
1090
Bank of Jackson Hole Trust
Wyoming
$72.4K
NS
1091
NBC Securities
Alabama
$72.2K
JWM
1092
JPL Wealth Management
Colorado
$72K
HCM
1093
Hollencrest Capital Management
California
$70.1K
FC
1094
Financial Consulate
Maryland
$70.1K
VT
1095
Volterra Technologies
New York
$70K
TLA
1096
Tanglewood Legacy Advisors
Texas
$68.8K
FWA
1097
Flagship Wealth Advisors
Massachusetts
$68.8K
FHC
1098
First Horizon Corporation
Tennessee
$67.4K
AIM
1099
Anchor Investment Management
South Carolina
$67.3K
SJIM
1100
St. Johns Investment Management
Florida
$66.5K