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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
GIA
1101
GHP Investment Advisors
Colorado
$65.2K
CB
1102
CNB Bank
Pennsylvania
$64.6K
API
1103
Asset Planning Inc
California
$63.9K
SSG
1104
Summit Securities Group
New York
$63.6K
AA
1105
Ancora Advisors
Ohio
$63.5K
BC
1106
Barrett & Company
Rhode Island
$61.9K
PCM
1107
Perritt Capital Management
Illinois
$60.1K
BGAI
1108
Bruce G. Allen Investments
Colorado
$59.9K
CTWM
1109
Cherry Tree Wealth Management
Minnesota
$59.7K
SIC
1110
Salem Investment Counselors
North Carolina
$59.4K
AGWCA
1111
Annis Gardner Whiting Capital Advisors
Florida
$58.9K
DMBA
1112
Deseret Mutual Benefit Administrators
Utah
$55.9K
BI
1113
Binnacle Investments
Iowa
$55.7K
SWA
1114
SOA Wealth Advisors
New York
$55K
SA
1115
Seneschal Advisors
Washington
$51.9K
TFIPS
1116
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.4K
CFO
1117
CVA Family Office
Colorado
$50.4K
EIM
1118
Essex Investment Management
Massachusetts
$49.3K
SWM
1119
Spire Wealth Management
Virginia
$48.5K
HI
1120
Hoey Investments
Pennsylvania
$48.5K
FFWM
1121
Future Financial Wealth Management
Ohio
$46.2K
LC
1122
Lavaca Capital
Texas
$45.8K
MCA
1123
Maryland Capital Advisors
Maryland
$45.6K
WBWA
1124
William B. Walkup & Associates
South Carolina
$45.6K
AIA
1125
Aventus Investment Advisors
Florida
$43.5K