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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
ABWM
1151
Alpine Bank Wealth Management
Colorado
$24.5K
AIM
1152
AXA Investment Managers
France
$23.5K
HWA
1153
HHM Wealth Advisors
Tennessee
$23.3K
BONH
1154
Bank of New Hampshire
New Hampshire
$22.9K
WWM
1155
Wolff Wiese Magana
California
$22.1K
GA
1156
GoalVest Advisory
New York
$21.8K
WWA
1157
Wealth Watch Advisors
Colorado
$21.3K
NFSG
1158
Newbridge Financial Services Group
Florida
$21K
HC
1159
Hoese & Co
Minnesota
$20.6K
NWM
1160
Nova Wealth Management
Florida
$19.3K
FCT
1161
First Community Trust
Iowa
$19K
CAM
1162
Costello Asset Management
Pennsylvania
$17.7K
SS
1163
SBI Securities
Japan
$17.4K
SC
1164
SouthState Corp
Florida
$17.2K
KFPC
1165
KERR FINANCIAL PLANNING Corp
California
$16.2K
FFO
1166
Fortitude Family Office
Arizona
$15.6K
MCA
1167
Midwest Capital Advisors
Michigan
$15.6K
MAM
1168
Meeder Asset Management
Ohio
$15.5K
PP
1169
PFS Partners
New Jersey
$14.8K
RL
1170
Rogco LP
Oklahoma
$14.4K
Lazard Asset Management
1171
Lazard Asset Management
New York
$14K
CFS
1172
CGC Financial Services
Oregon
$13.8K
RDFA
1173
Ritter Daniher Financial Advisory
Ohio
$13.6K
KB
1174
Kimelman & Baird
New York
$13.3K
FMP
1175
Financial Management Professionals
Texas
$13.2K