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WEC Energy

1,281 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, 533 increasing their positions, 368 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: 1,2511,281 (+30)

0.55% more ownership

Funds ownership: 82.75%83.3% (+0.55%)

45% less call options, than puts

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

Holders
1,281
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
OP
1126
ORG Partners
Indiana
$42.3K
WT
1127
Whittier Trust
California
$40.7K
VWA
1128
Valued Wealth Advisors
Utah
$39.3K
CFFP
1129
Center for Financial Planning
Michigan
$38.2K
VNA
1130
Valley National Advisers
Pennsylvania
$38K
HIIFS
1131
Harel Insurance Investments & Financial Services
Israel
$38K
PFSC
1132
Peoples Financial Services Corp
Pennsylvania
$37.4K
VWWMG
1133
Vermillion & White Wealth Management Group
Pennsylvania
$35.8K
AG
1134
AmeriFlex Group
Nevada
$35.5K
C
1135
Covestor
United Kingdom
$34K
SCM
1136
Silvant Capital Management
Georgia
$33.2K
APW
1137
Atlantic Private Wealth
North Carolina
$33.1K
LAM
1138
LOM Asset Management
$33K
NECFA
1139
New England Capital Financial Advisors
Connecticut
$31.9K
WOC
1140
West Oak Capital
California
$31K
PMFA
1141
Plante Moran Financial Advisors
Michigan
$30.3K
PGAM
1142
Princeton Global Asset Management
New Jersey
$30.1K
OCM
1143
Osterweis Capital Management
California
$30K
SL
1144
Salomon & Ludwin
Virginia
$30K
MHR
1145
Matthew Hamilton Rosenberg
$28.9K
GBT
1146
Grove Bank & Trust
Florida
$28.6K
CT
1147
Coastline Trust
Rhode Island
$28.5K
PMIM
1148
Prudent Man Investment Management
Colorado
$28.2K
CBT
1149
CoreFirst Bank & Trust
Kansas
$28.1K
HFS
1150
Hughes Financial Services
Virginia
$27.2K