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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
SIC
1101
Salem Investment Counselors
North Carolina
$59.4K
AGWCA
1102
Annis Gardner Whiting Capital Advisors
Florida
$58.9K
DMBA
1103
Deseret Mutual Benefit Administrators
Utah
$55.9K
BI
1104
Binnacle Investments
Iowa
$55.7K
SWA
1105
SOA Wealth Advisors
New York
$55K
SA
1106
Seneschal Advisors
Washington
$51.9K
TFIPS
1107
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.4K
CFO
1108
CVA Family Office
Colorado
$50.4K
EIM
1109
Essex Investment Management
Massachusetts
$49.3K
SWM
1110
Spire Wealth Management
Virginia
$48.5K
HI
1111
Hoey Investments
Pennsylvania
$48.5K
FFWM
1112
Future Financial Wealth Management
Ohio
$46.2K
LC
1113
Lavaca Capital
Texas
$45.8K
MCA
1114
Maryland Capital Advisors
Maryland
$45.6K
WBWA
1115
William B. Walkup & Associates
South Carolina
$45.6K
AIA
1116
Aventus Investment Advisors
Florida
$43.5K
WA
1117
WPG Advisers
Maryland
$43.4K
CAM
1118
Creekmur Asset Management
Illinois
$43.3K
PSB
1119
Piscataqua Savings Bank
New Hampshire
$43.3K
RA
1120
Rise Advisors
New York
$43.2K
VC
1121
Vestor Capital
Illinois
$43K
OP
1122
ORG Partners
Indiana
$42.3K
WT
1123
Whittier Trust
California
$40.7K
VWA
1124
Valued Wealth Advisors
Utah
$39.3K
CFFP
1125
Center for Financial Planning
Michigan
$38.2K