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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
RWM
1051
RMG Wealth Management
Wisconsin
$124K
IFS
1052
Intelligent Financial Strategies
Minnesota
$121K
TFM
1053
TFC Financial Management
Massachusetts
$121K
TH
1054
TCTC Holdings
Texas
$117K
TFA
1055
Transamerica Financial Advisors
Florida
$116K
AT
1056
Avalon Trust
New Mexico
$114K
PB
1057
Pinnacle Bancorp
Nebraska
$113K
PWMG
1058
Prestige Wealth Management Group
New Jersey
$112K
GWSG
1059
GPS Wealth Strategies Group
Colorado
$112K
CH
1060
Cromwell Holdings
Wyoming
$108K
CAL
1061
Capital Advisors Ltd
Ohio
$105K
FPF
1062
First Pacific Financial
Washington
$103K
FWM
1063
FSA Wealth Management
Massachusetts
$103K
SIC
1064
SJS Investment Consulting
Ohio
$100K
CCA
1065
Catalyst Capital Advisors
New York
$99.6K
BCFD
1066
Boit C.F. David
$99.3K
CYG
1067
Clean Yield Group
Vermont
$99.3K
SIS
1068
Strategic Investment Solutions
Illinois
$98.8K
OL
1069
OneFund LLC
Florida
$98.5K
RF
1070
Rossby Financial
Florida
$97.3K
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
$96.3K
SIM
1072
Sentry Investment Management
Wisconsin
$94K
OC
1073
Oakworth Capital
Alabama
$92.7K
AIM
1074
Arcadia Investment Management
Michigan
$91.7K
CWP
1075
Concord Wealth Partners
Virginia
$89.5K