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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
FFO
1176
Fortitude Family Office
Arizona
$15.6K
MCA
1177
Midwest Capital Advisors
Michigan
$15.6K
MAM
1178
Meeder Asset Management
Ohio
$15.5K
PP
1179
PFS Partners
New Jersey
$14.8K
RL
1180
Rogco LP
Oklahoma
$14.4K
Lazard Asset Management
1181
Lazard Asset Management
New York
$14K
CFS
1182
CGC Financial Services
Oregon
$13.8K
RDFA
1183
Ritter Daniher Financial Advisory
Ohio
$13.6K
KB
1184
Kimelman & Baird
New York
$13.3K
FMP
1185
Financial Management Professionals
Texas
$13.2K
CPG
1186
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
1187
Halbert Hargrove Global Advisors
California
$12.9K
DFA
1188
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1189
Wiser Advisor Group
Arizona
$12.7K
S
1190
Sachetta
Massachusetts
$12.5K
SWP
1191
Strategic Wealth Partners
Ohio
$12.5K
MFG
1192
Mendota Financial Group
Wisconsin
$12K
KFI
1193
Key Financial Inc
Pennsylvania
$12K
FRA
1194
Front Row Advisors
California
$11.7K
HWM
1195
HighMark Wealth Management
Minnesota
$11.5K
CCM
1196
Chilton Capital Management
Texas
$11.5K
PWA
1197
Physician Wealth Advisors
Utah
$11.2K
JWA
1198
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1199
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1200
Millstone Evans Group
Colorado
$10.9K