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WEC Energy

1,285 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: 1,2531,285 (+32)

0.56% more ownership

Funds ownership: 82.78%83.34% (+0.56%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,285
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
UFF
1326
USA Financial Formulas
Michigan
FWTB
1327
First Western Trust Bank
Colorado
MPM
1328
MBB Public Markets
Illinois
IC
1329
Iconiq Capital
California
OFS
1330
OneAscent Financial Services
Alabama
TTWM
1331
TCV Trust & Wealth Management
Virginia
PIN
1332
Prudent Investors Network
California
MM
1333
MQS Management
New York
PA
1334
PFG Advisors
Arizona
PL
1335
Perpetual Ltd
Australia
CWM
1336
CarsonAllaria Wealth Management
Illinois
VEA
1337
Virtus ETF Advisers
New York
BCMLT
1338
Beacon Capital Management LLC (Tennessee)
Tennessee
SC
1339
Stephens Consulting
Michigan
OW
1340
Olistico Wealth
Oklahoma
PFP
1341
Pinnacle Financial Partners
Tennessee
KIM
1342
Kestra Investment Management
Texas
NC
1343
NewSquare Capital
Pennsylvania
OWA
1344
Opal Wealth Advisors
New York
BFP
1345
Briaud Financial Planning
Texas
QPBE
1346
Quintet Private Bank (Europe)
Luxembourg
RI
1347
Ridgewood Investments
New Jersey
PP
1348
Pacifica Partners
Canada
SN
1349
Sittner & Nelson
Oregon
PSFG
1350
Park Square Financial Group
Georgia