WEC icon

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
SWA
976
ShankerValleau Wealth Advisors
Illinois
$228K
AWE
977
Avidian Wealth Enterprises
Texas
$226K
SIA
978
Strategic Investment Advisors
Michigan
$224K
PIA
979
Perennial Investment Advisors
California
$224K
EIA
980
Edgemoor Investment Advisors
Maryland
$224K
IC
981
Inscription Capital
Texas
$223K
AA
982
Addison Advisors
Vermont
$222K
PCWA
983
Pacific Capital Wealth Advisors
California
$222K
DAC
984
Dividend Assets Capital
South Carolina
$222K
P
985
Pitcairn
Pennsylvania
$222K
OFS
986
OMC Financial Services
New York
$220K
CIA
987
Capital Investment Advisors
Georgia
$220K
WI
988
WrapManager Inc
California
$218K
DWM
989
Defined Wealth Management
Oregon
$218K
CCA
990
Childress Capital Advisors
Texas
$217K
BRM
991
Boston Research & Management
Massachusetts
$217K
BTWM
992
Baker Tilly Wealth Management
Wisconsin
$216K
SIS
993
Sound Income Strategies
Florida
$215K
CBTWT
994
Community Bank & Trust (Waco, Texas)
Texas
$214K
BFW
995
Brady Family Wealth
Missouri
$214K
SF
996
Synovus Financial
Georgia
$214K
APA
997
Astoria Portfolio Advisors
New York
$213K
FDDB
998
Fidelity D&D Bancorp
Pennsylvania
$212K
FFIC
999
First Fiduciary Investment Counsel
Ohio
$212K
FB
1000
Finward Bancorp
Indiana
$211K