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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
CFS
1176
CGC Financial Services
Oregon
$13.8K
RDFA
1177
Ritter Daniher Financial Advisory
Ohio
$13.6K
KB
1178
Kimelman & Baird
New York
$13.3K
FMP
1179
Financial Management Professionals
Texas
$13.2K
CPG
1180
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
1181
Halbert Hargrove Global Advisors
California
$12.9K
DFA
1182
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1183
Wiser Advisor Group
Arizona
$12.7K
S
1184
Sachetta
Massachusetts
$12.5K
SWP
1185
Strategic Wealth Partners
Ohio
$12.5K
MFG
1186
Mendota Financial Group
Wisconsin
$12K
KFI
1187
Key Financial Inc
Pennsylvania
$12K
FRA
1188
Front Row Advisors
California
$11.7K
CCM
1189
Chilton Capital Management
Texas
$11.5K
HWM
1190
HighMark Wealth Management
Minnesota
$11.5K
PWA
1191
Physician Wealth Advisors
Utah
$11.2K
JWA
1192
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1193
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1194
Millstone Evans Group
Colorado
$10.9K
SHIM
1195
Stone House Investment Management
Pennsylvania
$10.3K
MG
1196
MilWealth Group
Wisconsin
$10.2K
TWD
1197
True Wealth Design
Ohio
$10.2K
AWM
1198
Activest Wealth Management
Florida
$10.1K
LFASL
1199
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1200
Solstein Capital
California
$9.4K