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WEC Energy

1,286 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: 1,2531,286 (+33)

0.57% more ownership

Funds ownership: 82.78%83.35% (+0.57%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,286
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
DJSG
1051
D.J. St. Germain
Massachusetts
$127K
RWM
1052
RMG Wealth Management
Wisconsin
$124K
IFS
1053
Intelligent Financial Strategies
Minnesota
$121K
TFM
1054
TFC Financial Management
Massachusetts
$121K
TH
1055
TCTC Holdings
Texas
$117K
TFA
1056
Transamerica Financial Advisors
Florida
$116K
AT
1057
Avalon Trust
New Mexico
$114K
PB
1058
Pinnacle Bancorp
Nebraska
$113K
PWMG
1059
Prestige Wealth Management Group
New Jersey
$112K
GWSG
1060
GPS Wealth Strategies Group
Colorado
$112K
CH
1061
Cromwell Holdings
Wyoming
$108K
CAL
1062
Capital Advisors Ltd
Ohio
$105K
FPF
1063
First Pacific Financial
Washington
$103K
FWM
1064
FSA Wealth Management
Massachusetts
$103K
SIC
1065
SJS Investment Consulting
Ohio
$100K
CCA
1066
Catalyst Capital Advisors
New York
$99.6K
CYG
1067
Clean Yield Group
Vermont
$99.3K
BCFD
1068
Boit C.F. David
$99.3K
SIS
1069
Strategic Investment Solutions
Illinois
$98.8K
OL
1070
OneFund LLC
Florida
$98.5K
RF
1071
Rossby Financial
Florida
$97.3K
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$96.3K
SIM
1073
Sentry Investment Management
Wisconsin
$94K
OC
1074
Oakworth Capital
Alabama
$92.7K
AIM
1075
Arcadia Investment Management
Michigan
$91.7K