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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
BJL
801
Brighton Jones LLC
Washington
$368K
WWM
802
Western Wealth Management
Colorado
$367K
AWM
803
Avaii Wealth Management
Wisconsin
$364K
EW
804
Evexia Wealth
Wisconsin
$363K
KFGK
805
Keystone Financial Group (Kentucky)
Kentucky
$363K
FBT
806
First Bank & Trust
South Dakota
$362K
LCWP
807
Legacy Capital Wealth Partners
Arkansas
$361K
GIA
808
Gladstone Institutional Advisory
Florida
$359K
CI
809
Cigna Investments
Connecticut
$359K
BHCM
810
Brevan Howard Capital Management
Jersey
$356K
TVM
811
True Vision MN
Minnesota
$355K
RC
812
Rexford Capital
Texas
$354K
CBT
813
Crews Bank & Trust
Florida
$352K
EWA
814
ERTS Wealth Advisors
Michigan
$351K
BFIM
815
Beese Fulmer Investment Management
Ohio
$350K
JCM
816
Jacobi Capital Management
Pennsylvania
$349K
ACM
817
Aster Capital Management
United Arab Emirates
$347K
1SB
818
1ST Source Bank
Indiana
$346K
CF
819
Centaurus Financial
California
$346K
CWS
820
Cypress Wealth Services
California
$343K
CCA
821
Cobblestone Capital Advisors
New York
$343K
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$343K
BOS
823
Bank of Stockton
California
$342K
DC
824
Dahring Cusmano
Michigan
$342K
SIMG
825
Sonora Investment Management Group
Arizona
$342K