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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
IW
1226
Imprint Wealth
South Carolina
$5.04K
AW
1227
Avion Wealth
Texas
$5K
KFP
1228
Keener Financial Planning
Texas
$5K
CIAS
1229
CBIZ Investment Advisory Services
Ohio
$4.81K
GEA
1230
Glen Eagle Advisors
New Jersey
$4.58K
HWP
1231
Highline Wealth Partners
California
$4.24K
OAJ
1232
Ogorek Anthony Joseph
New York
$4K
TCA
1233
Trifecta Capital Advisors
Illinois
$3.9K
PWMG
1234
Private Wealth Management Group
New Jersey
$3.9K
BIA
1235
Bell Investment Advisors
California
$3.9K
PWAM
1236
Private Wealth Asset Management
Iowa
$3.9K
GTAM
1237
Global Trust Asset Management
Florida
$3.67K
FF
1238
Friedenthal Financial
New Jersey
$3.55K
FGAM
1239
Financial Gravity Asset Management
Texas
$3.44K
ME
1240
McIlrath & Eck
Washington
$3.09K
PCM
1241
Penserra Capital Management
California
$3K
WCM
1242
Winthrop Capital Management
Indiana
$3K
CMP
1243
Coston McIsaac & Partners
Maine
$3K
WPA
1244
Wealth Preservation Advisors
Tennessee
$2.75K
GWSA
1245
Global Wealth Strategies & Associates
Colorado
$2.54K
MAM
1246
Marquette Asset Management
Minnesota
$2.52K
APM
1247
Advanced Portfolio Management
New York
$2.52K
WTC
1248
WhitTier Trust Company
Nevada
$2.49K
AIC
1249
Archer Investment Corporation
Indiana
$2.39K
DI
1250
DAGCO Inc
Ohio
$2.29K