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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
VNA
1126
Valley National Advisers
Pennsylvania
$38K
HIIFS
1127
Harel Insurance Investments & Financial Services
Israel
$38K
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$37.4K
VWWMG
1129
Vermillion & White Wealth Management Group
Pennsylvania
$35.8K
AG
1130
AmeriFlex Group
Nevada
$35.5K
C
1131
Covestor
United Kingdom
$34K
SCM
1132
Silvant Capital Management
Georgia
$33.2K
APW
1133
Atlantic Private Wealth
North Carolina
$33.1K
LAM
1134
LOM Asset Management
$33K
NECFA
1135
New England Capital Financial Advisors
Connecticut
$31.9K
WOC
1136
West Oak Capital
California
$31K
PMFA
1137
Plante Moran Financial Advisors
Michigan
$30.3K
PGAM
1138
Princeton Global Asset Management
New Jersey
$30.1K
OCM
1139
Osterweis Capital Management
California
$30K
SL
1140
Salomon & Ludwin
Virginia
$30K
MHR
1141
Matthew Hamilton Rosenberg
$28.9K
GBT
1142
Grove Bank & Trust
Florida
$28.6K
CT
1143
Coastline Trust
Rhode Island
$28.5K
PMIM
1144
Prudent Man Investment Management
Colorado
$28.2K
CBT
1145
CoreFirst Bank & Trust
Kansas
$28.1K
HFS
1146
Hughes Financial Services
Virginia
$27.2K
TC
1147
Truvestments Capital
Florida
$27K
BWAM
1148
Boyd Watterson Asset Management
Ohio
$26.1K
HWM
1149
Hemington Wealth Management
Virginia
$26K
GWP
1150
Gen-Wealth Partners
Michigan
$25.8K