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WEC Energy

1,285 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: 1,2531,285 (+32)

0.56% more ownership

Funds ownership: 82.78%83.34% (+0.56%)

45% less call options, than puts

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

Holders
1,285
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
IRC
1226
Investors Research Corp
Georgia
$5.39K
IWM
1227
IMG Wealth Management
Florida
$5.27K
JSAM
1228
J. Safra Asset Management
New York
$5.16K
RWS
1229
Retirement Wealth Solutions
Wisconsin
$5.06K
BWL
1230
Bogart Wealth LLC
Virginia
$5.04K
IW
1231
Imprint Wealth
South Carolina
$5.04K
AW
1232
Avion Wealth
Texas
$5K
KFP
1233
Keener Financial Planning
Texas
$5K
CIAS
1234
CBIZ Investment Advisory Services
Ohio
$4.81K
GEA
1235
Glen Eagle Advisors
New Jersey
$4.58K
HWP
1236
Highline Wealth Partners
California
$4.24K
OAJ
1237
Ogorek Anthony Joseph
New York
$4K
PWMG
1238
Private Wealth Management Group
New Jersey
$3.9K
TCA
1239
Trifecta Capital Advisors
Illinois
$3.9K
BIA
1240
Bell Investment Advisors
California
$3.9K
PWAM
1241
Private Wealth Asset Management
Iowa
$3.9K
GTAM
1242
Global Trust Asset Management
Florida
$3.67K
FF
1243
Friedenthal Financial
New Jersey
$3.55K
FGAM
1244
Financial Gravity Asset Management
Texas
$3.44K
ME
1245
McIlrath & Eck
Washington
$3.09K
PCM
1246
Penserra Capital Management
California
$3K
WCM
1247
Winthrop Capital Management
Indiana
$3K
CMP
1248
Coston McIsaac & Partners
Maine
$3K
WPA
1249
Wealth Preservation Advisors
Tennessee
$2.75K
GWSA
1250
Global Wealth Strategies & Associates
Colorado
$2.54K