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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
GWSA
1251
Global Wealth Strategies & Associates
Colorado
$2.54K
MAM
1252
Marquette Asset Management
Minnesota
$2.52K
APM
1253
Advanced Portfolio Management
New York
$2.52K
WTC
1254
WhitTier Trust Company
Nevada
$2.49K
AIC
1255
Archer Investment Corporation
Indiana
$2.39K
DI
1256
DAGCO Inc
Ohio
$2.29K
EWM
1257
Evolution Wealth Management
Florida
$2.18K
PA
1258
Pineridge Advisors
Missouri
$2.13K
CAM
1259
Clarity Asset Management
Iowa
$2.06K
CA
1260
Centerpoint Advisors
Massachusetts
$2K
CCM
1261
Cloud Capital Management
Washington
$2K
CMA
1262
Cedar Mountain Advisors
Oregon
$1.95K
BHWM
1263
Bay Harbor Wealth Management
Maryland
$1.83K
Kayne Anderson Rudnick Investment Management
1264
Kayne Anderson Rudnick Investment Management
California
$1.83K
GFWA
1265
Grey Fox Wealth Advisors
Delaware
$1.83K
HWA
1266
Heartwood Wealth Advisors
Virginia
$1.83K
LCM
1267
Logan Capital Management
Pennsylvania
$1.78K
AP
1268
Aspect Partners
Virginia
$1.72K
EFMH
1269
E Fund Management (HK)
Hong Kong
$1.72K
WA
1270
WestEnd Advisors
North Carolina
$1.72K
RWM
1271
Rialto Wealth Management
New York
$1.6K
GA
1272
Guerra Advisors
Florida
$1.15K
ACA
1273
American Capital Advisory
Idaho
$1.03K
BFS
1274
Bare Financial Services
Pennsylvania
$1.03K
TIM
1275
Tortoise Investment Management
New York
$1.03K