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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
MSWA
1201
Marshall & Sterling Wealth Advisors
New York
$8.48K
GSWM
1202
Golden State Wealth Management
California
$8.14K
HB
1203
Horizon Bancorp
Indiana
$8K
HHMI
1204
Howard Hughes Medical Institute
Maryland
$7.91K
LI
1205
LRI Investments
Florida
$7.68K
DWM
1206
Darwin Wealth Management
Florida
$7.33K
ACM
1207
Accent Capital Management
Ohio
$7.22K
LWMI
1208
Legacy Wealth Management (Idaho)
Idaho
$7.11K
DWM
1209
Dogwood Wealth Management
Kansas
$7.11K
RFA
1210
Reyes Financial Architecture
California
$6.99K
STB
1211
S&T Bank
Pennsylvania
$6.88K
1IA
1212
1620 Investment Advisors
Massachusetts
$6.76K
BC
1213
Bayforest Capital
United Kingdom
$6.65K
AWM
1214
Abound Wealth Management
Tennessee
$6.21K
BDPWM
1215
Barnes Dennig Private Wealth Management
Ohio
$6.07K
RS
1216
Rakuten Securities
Japan
$5.73K
IRC
1217
Investors Research Corp
Georgia
$5.39K
IWM
1218
IMG Wealth Management
Florida
$5.27K
JSAM
1219
J. Safra Asset Management
New York
$5.16K
RWS
1220
Retirement Wealth Solutions
Wisconsin
$5.06K
BWL
1221
Bogart Wealth LLC
Virginia
$5.04K
IW
1222
Imprint Wealth
South Carolina
$5.04K
AW
1223
Avion Wealth
Texas
$5K
KFP
1224
Keener Financial Planning
Texas
$5K
CIAS
1225
CBIZ Investment Advisory Services
Ohio
$4.81K