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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
BC
1101
Barrett & Company
Rhode Island
$61.9K
PCM
1102
Perritt Capital Management
Illinois
$60.1K
BGAI
1103
Bruce G. Allen Investments
Colorado
$59.9K
CTWM
1104
Cherry Tree Wealth Management
Minnesota
$59.7K
SIC
1105
Salem Investment Counselors
North Carolina
$59.4K
AGWCA
1106
Annis Gardner Whiting Capital Advisors
Florida
$58.9K
DMBA
1107
Deseret Mutual Benefit Administrators
Utah
$55.9K
BI
1108
Binnacle Investments
Iowa
$55.7K
SWA
1109
SOA Wealth Advisors
New York
$55K
SA
1110
Seneschal Advisors
Washington
$51.9K
TFIPS
1111
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.4K
CFO
1112
CVA Family Office
Colorado
$50.4K
EIM
1113
Essex Investment Management
Massachusetts
$49.3K
SWM
1114
Spire Wealth Management
Virginia
$48.5K
HI
1115
Hoey Investments
Pennsylvania
$48.5K
FFWM
1116
Future Financial Wealth Management
Ohio
$46.2K
LC
1117
Lavaca Capital
Texas
$45.8K
MCA
1118
Maryland Capital Advisors
Maryland
$45.6K
WBWA
1119
William B. Walkup & Associates
South Carolina
$45.6K
AIA
1120
Aventus Investment Advisors
Florida
$43.5K
WA
1121
WPG Advisers
Maryland
$43.4K
CAM
1122
Creekmur Asset Management
Illinois
$43.3K
PSB
1123
Piscataqua Savings Bank
New Hampshire
$43.3K
RA
1124
Rise Advisors
New York
$43.2K
VC
1125
Vestor Capital
Illinois
$43K