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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
CPG
1176
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
1177
Halbert Hargrove Global Advisors
California
$12.9K
DFA
1178
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1179
Wiser Advisor Group
Arizona
$12.7K
S
1180
Sachetta
Massachusetts
$12.5K
SWP
1181
Strategic Wealth Partners
Ohio
$12.5K
MFG
1182
Mendota Financial Group
Wisconsin
$12K
KFI
1183
Key Financial Inc
Pennsylvania
$12K
FRA
1184
Front Row Advisors
California
$11.7K
CCM
1185
Chilton Capital Management
Texas
$11.5K
HWM
1186
HighMark Wealth Management
Minnesota
$11.5K
PWA
1187
Physician Wealth Advisors
Utah
$11.2K
JWA
1188
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1189
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1190
Millstone Evans Group
Colorado
$10.9K
SHIM
1191
Stone House Investment Management
Pennsylvania
$10.3K
MG
1192
MilWealth Group
Wisconsin
$10.2K
TWD
1193
True Wealth Design
Ohio
$10.2K
AWM
1194
Activest Wealth Management
Florida
$10.1K
LFASL
1195
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1196
Solstein Capital
California
$9.4K
RWPA
1197
Richard W. Paul & Associates
Michigan
$9.28K
MMCM
1198
Murphy & Mullick Capital Management
New York
$9.06K
DF
1199
Dunhill Financial
United Kingdom
$8.95K
HIA
1200
Harbor Investment Advisory
Maryland
$8.94K