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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
GWSG
1051
GPS Wealth Strategies Group
Colorado
$112K
CH
1052
Cromwell Holdings
Wyoming
$108K
CAL
1053
Capital Advisors Ltd
Ohio
$105K
FPF
1054
First Pacific Financial
Washington
$103K
FWM
1055
FSA Wealth Management
Massachusetts
$103K
SIC
1056
SJS Investment Consulting
Ohio
$100K
CCA
1057
Catalyst Capital Advisors
New York
$99.6K
BCFD
1058
Boit C.F. David
$99.3K
CYG
1059
Clean Yield Group
Vermont
$99.3K
OL
1060
OneFund LLC
Florida
$98.5K
RF
1061
Rossby Financial
Florida
$97.3K
MSFP
1062
Mark Sheptoff Financial Planning
Connecticut
$96.3K
SIM
1063
Sentry Investment Management
Wisconsin
$94K
OC
1064
Oakworth Capital
Alabama
$92.7K
AIM
1065
Arcadia Investment Management
Michigan
$91.7K
CWP
1066
Concord Wealth Partners
Virginia
$89.5K
VCM
1067
Versant Capital Management
Arizona
$88.6K
TC
1068
Trust Company
Kansas
$88K
IBOK
1069
Independence Bank of Kentucky
Kentucky
$86.6K
MCM
1070
Manchester Capital Management
Vermont
$84.3K
GKIM
1071
GW&K Investment Management
Massachusetts
$84K
RFP
1072
Root Financial Partners
California
$83.7K
GAM
1073
Guinness Asset Management
United Kingdom
$80.4K
SFCL
1074
Strengthening Families & Communities LLC
Massachusetts
$80.2K
TCM
1075
TruNorth Capital Management
Michigan
$79.1K