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WEC Energy

1,286 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: 1,2531,286 (+33)

0.57% more ownership

Funds ownership: 82.78%83.35% (+0.57%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,286
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
SHIM
1201
Stone House Investment Management
Pennsylvania
$10.3K
MG
1202
MilWealth Group
Wisconsin
$10.2K
TWD
1203
True Wealth Design
Ohio
$10.2K
AWM
1204
Activest Wealth Management
Florida
$10.1K
LFASL
1205
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1206
Solstein Capital
California
$9.4K
RWPA
1207
Richard W. Paul & Associates
Michigan
$9.28K
MMCM
1208
Murphy & Mullick Capital Management
New York
$9.06K
DF
1209
Dunhill Financial
United Kingdom
$8.95K
HIA
1210
Harbor Investment Advisory
Maryland
$8.94K
MSWA
1211
Marshall & Sterling Wealth Advisors
New York
$8.48K
GSWM
1212
Golden State Wealth Management
California
$8.14K
HB
1213
Horizon Bancorp
Indiana
$8K
HHMI
1214
Howard Hughes Medical Institute
Maryland
$7.91K
LI
1215
LRI Investments
Florida
$7.68K
DWM
1216
Darwin Wealth Management
Florida
$7.33K
ACM
1217
Accent Capital Management
Ohio
$7.22K
LWMI
1218
Legacy Wealth Management (Idaho)
Idaho
$7.11K
DWM
1219
Dogwood Wealth Management
Kansas
$7.11K
RFA
1220
Reyes Financial Architecture
California
$6.99K
STB
1221
S&T Bank
Pennsylvania
$6.88K
1IA
1222
1620 Investment Advisors
Massachusetts
$6.76K
BC
1223
Bayforest Capital
United Kingdom
$6.65K
AWM
1224
Abound Wealth Management
Tennessee
$6.21K
BDPWM
1225
Barnes Dennig Private Wealth Management
Ohio
$6.07K