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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
EWM
1251
Evolution Wealth Management
Florida
$2.18K
PA
1252
Pineridge Advisors
Missouri
$2.13K
CAM
1253
Clarity Asset Management
Iowa
$2.06K
CA
1254
Centerpoint Advisors
Massachusetts
$2K
CCM
1255
Cloud Capital Management
Washington
$2K
CMA
1256
Cedar Mountain Advisors
Oregon
$1.95K
BHWM
1257
Bay Harbor Wealth Management
Maryland
$1.83K
Kayne Anderson Rudnick Investment Management
1258
Kayne Anderson Rudnick Investment Management
California
$1.83K
HWA
1259
Heartwood Wealth Advisors
Virginia
$1.83K
GFWA
1260
Grey Fox Wealth Advisors
Delaware
$1.83K
LCM
1261
Logan Capital Management
Pennsylvania
$1.78K
AP
1262
Aspect Partners
Virginia
$1.72K
EFMH
1263
E Fund Management (HK)
Hong Kong
$1.72K
WA
1264
WestEnd Advisors
North Carolina
$1.72K
RWM
1265
Rialto Wealth Management
New York
$1.6K
GA
1266
Guerra Advisors
Florida
$1.15K
ACA
1267
American Capital Advisory
Idaho
$1.03K
BFS
1268
Bare Financial Services
Pennsylvania
$1.03K
TIM
1269
Tortoise Investment Management
New York
$1.03K
SC
1270
Swan Capital
Florida
$1.03K
CVM
1271
Cheviot Value Management
California
$922
WW
1272
Winnow Wealth
Texas
$920
HIA
1273
HFM Investment Advisors
New Jersey
$802
NL
1274
NVWM LLC
Pennsylvania
$573
Q1WB
1275
Quest 10 Wealth Builders
Virginia
$573