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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
OFS
1326
OneAscent Financial Services
Alabama
TTWM
1327
TCV Trust & Wealth Management
Virginia
PIN
1328
Prudent Investors Network
California
MM
1329
MQS Management
New York
PA
1330
PFG Advisors
Arizona
PL
1331
Perpetual Ltd
Australia
CWM
1332
CarsonAllaria Wealth Management
Illinois
VEA
1333
Virtus ETF Advisers
New York
BCMLT
1334
Beacon Capital Management LLC (Tennessee)
Tennessee
SC
1335
Stephens Consulting
Michigan
OW
1336
Olistico Wealth
Oklahoma
PFP
1337
Pinnacle Financial Partners
Tennessee
KIM
1338
Kestra Investment Management
Texas
NC
1339
NewSquare Capital
Pennsylvania
OWA
1340
Opal Wealth Advisors
New York
BFP
1341
Briaud Financial Planning
Texas
QPBE
1342
Quintet Private Bank (Europe)
Luxembourg
RI
1343
Ridgewood Investments
New Jersey
PP
1344
Pacifica Partners
Canada
SN
1345
Sittner & Nelson
Oregon
PSFG
1346
Park Square Financial Group
Georgia
TPWA
1347
Twin Peaks Wealth Advisors
California
TIM
1348
Total Investment Management
Arizona
SO
1349
Sierra Ocean
California
BA
1350
Bellwether Advisors
Nebraska