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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
AC
976
Avestar Capital
New York
$232K
RFN
977
RDA Financial Network
Iowa
$232K
KL
978
KilterHowling LLC
Colorado
$231K
Fisher Asset Management
979
Fisher Asset Management
Washington
$231K
HFA
980
High Falls Advisors
New York
$230K
TF
981
Tompkins Financial
New York
$229K
EFS
982
Essex Financial Services
Connecticut
$229K
SWA
983
ShankerValleau Wealth Advisors
Illinois
$228K
AWE
984
Avidian Wealth Enterprises
Texas
$226K
SIA
985
Strategic Investment Advisors
Michigan
$224K
PIA
986
Perennial Investment Advisors
California
$224K
EIA
987
Edgemoor Investment Advisors
Maryland
$224K
IC
988
Inscription Capital
Texas
$223K
AA
989
Addison Advisors
Vermont
$222K
PCWA
990
Pacific Capital Wealth Advisors
California
$222K
DAC
991
Dividend Assets Capital
South Carolina
$222K
P
992
Pitcairn
Pennsylvania
$222K
OFS
993
OMC Financial Services
New York
$220K
CIA
994
Capital Investment Advisors
Georgia
$220K
WI
995
WrapManager Inc
California
$218K
DWM
996
Defined Wealth Management
Oregon
$218K
CCA
997
Childress Capital Advisors
Texas
$217K
BRM
998
Boston Research & Management
Massachusetts
$217K
BTWM
999
Baker Tilly Wealth Management
Wisconsin
$216K
SIS
1000
Sound Income Strategies
Florida
$215K