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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
CCM
1251
Cloud Capital Management
Washington
$2K
CMA
1252
Cedar Mountain Advisors
Oregon
$1.95K
BHWM
1253
Bay Harbor Wealth Management
Maryland
$1.83K
Kayne Anderson Rudnick Investment Management
1254
Kayne Anderson Rudnick Investment Management
California
$1.83K
HWA
1255
Heartwood Wealth Advisors
Virginia
$1.83K
GFWA
1256
Grey Fox Wealth Advisors
Delaware
$1.83K
LCM
1257
Logan Capital Management
Pennsylvania
$1.78K
AP
1258
Aspect Partners
Virginia
$1.72K
EFMH
1259
E Fund Management (HK)
Hong Kong
$1.72K
WA
1260
WestEnd Advisors
North Carolina
$1.72K
RWM
1261
Rialto Wealth Management
New York
$1.6K
GA
1262
Guerra Advisors
Florida
$1.15K
ACA
1263
American Capital Advisory
Idaho
$1.03K
BFS
1264
Bare Financial Services
Pennsylvania
$1.03K
TIM
1265
Tortoise Investment Management
New York
$1.03K
SC
1266
Swan Capital
Florida
$1.03K
CVM
1267
Cheviot Value Management
California
$922
WW
1268
Winnow Wealth
Texas
$920
HIA
1269
HFM Investment Advisors
New Jersey
$802
NL
1270
NVWM LLC
Pennsylvania
$573
Q1WB
1271
Quest 10 Wealth Builders
Virginia
$573
SOW
1272
State of Wyoming
Wyoming
$458
TCM
1273
Triumph Capital Management
Colorado
$458
DCM
1274
Davis Capital Management
Florida
$458
IAS
1275
IMA Advisory Services
Colorado
$344