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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
HFA
976
High Falls Advisors
New York
$230K
TF
977
Tompkins Financial
New York
$229K
EFS
978
Essex Financial Services
Connecticut
$229K
SWA
979
ShankerValleau Wealth Advisors
Illinois
$228K
AWE
980
Avidian Wealth Enterprises
Texas
$226K
SIA
981
Strategic Investment Advisors
Michigan
$224K
PIA
982
Perennial Investment Advisors
California
$224K
EIA
983
Edgemoor Investment Advisors
Maryland
$224K
IC
984
Inscription Capital
Texas
$223K
AA
985
Addison Advisors
Vermont
$222K
PCWA
986
Pacific Capital Wealth Advisors
California
$222K
DAC
987
Dividend Assets Capital
South Carolina
$222K
P
988
Pitcairn
Pennsylvania
$222K
OFS
989
OMC Financial Services
New York
$220K
CIA
990
Capital Investment Advisors
Georgia
$220K
WI
991
WrapManager Inc
California
$218K
DWM
992
Defined Wealth Management
Oregon
$218K
CCA
993
Childress Capital Advisors
Texas
$217K
BRM
994
Boston Research & Management
Massachusetts
$217K
BTWM
995
Baker Tilly Wealth Management
Wisconsin
$216K
SIS
996
Sound Income Strategies
Florida
$215K
CBTWT
997
Community Bank & Trust (Waco, Texas)
Texas
$214K
BFW
998
Brady Family Wealth
Missouri
$214K
SF
999
Synovus Financial
Georgia
$214K
APA
1000
Astoria Portfolio Advisors
New York
$213K