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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
AT
1051
Avalon Trust
New Mexico
$114K
PB
1052
Pinnacle Bancorp
Nebraska
$113K
PWMG
1053
Prestige Wealth Management Group
New Jersey
$112K
GWSG
1054
GPS Wealth Strategies Group
Colorado
$112K
CH
1055
Cromwell Holdings
Wyoming
$108K
CAL
1056
Capital Advisors Ltd
Ohio
$105K
FPF
1057
First Pacific Financial
Washington
$103K
FWM
1058
FSA Wealth Management
Massachusetts
$103K
SIC
1059
SJS Investment Consulting
Ohio
$100K
CCA
1060
Catalyst Capital Advisors
New York
$99.6K
BCFD
1061
Boit C.F. David
$99.3K
CYG
1062
Clean Yield Group
Vermont
$99.3K
SIS
1063
Strategic Investment Solutions
Illinois
$98.8K
OL
1064
OneFund LLC
Florida
$98.5K
RF
1065
Rossby Financial
Florida
$97.3K
MSFP
1066
Mark Sheptoff Financial Planning
Connecticut
$96.3K
SIM
1067
Sentry Investment Management
Wisconsin
$94K
OC
1068
Oakworth Capital
Alabama
$92.7K
AIM
1069
Arcadia Investment Management
Michigan
$91.7K
CWP
1070
Concord Wealth Partners
Virginia
$89.5K
VCM
1071
Versant Capital Management
Arizona
$88.6K
TC
1072
Trust Company
Kansas
$88K
IBOK
1073
Independence Bank of Kentucky
Kentucky
$86.6K
MCM
1074
Manchester Capital Management
Vermont
$84.3K
GKIM
1075
GW&K Investment Management
Massachusetts
$84K