We are live on ! Find out more
WEC icon

WEC Energy

1,296 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, 543 increasing their positions, 371 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 77

46% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 371

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 1,2591,296 (+37)

3% more capital invested

Capital invested by funds: $29.9B → $30.7B (+$764M)

0.17% less ownership

Funds ownership: 83.53%83.35% (-0.17%)

45% less call options, than puts

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

Holders
1,296
Holders Change
+37
Holders Change %
+2.94%
% of All Funds
17.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
134
Increased
543
Reduced
371
Closed
77
Calls
$109M
Puts
$197M
Net Calls
-$88.2M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
326
Marietta Investment Partners
Wisconsin
$3.45M +$36.5K +337 +1%
PFM
327
Premier Fund Managers
United Kingdom
$3.43M -$325K -3,000 -9%
Credit Agricole
328
Credit Agricole
France
$3.41M +$3.22M +29,720 New
AG
329
Ascent Group
Virginia
$3.38M +$1.14M +10,532 +55%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$3.38M -$54.2K -500 -2%
Public Employees Retirement Association of Colorado
331
Public Employees Retirement Association of Colorado
Colorado
$3.36M -$78.3K -722 -2%
CIA
332
Concurrent Investment Advisors
Florida
$3.32M +$71.3K +658 +2%
PS
333
Principal Securities
Iowa
$3.32M +$359K +3,308 +13%
PCG
334
Prosperity Consulting Group
Maryland
$3.24M -$235K -2,164 -7%
JWCA
335
J.W. Cole Advisors
Florida
$3.21M +$337K +3,113 +12%
HAG
336
HighPoint Advisor Group
Illinois
$3.2M +$223K +2,058 +8%
AAS
337
Ameritas Advisory Services
Nebraska
$3.2M +$1.3M +11,981 +75%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$3.19M +$554K +5,114 +23%
PAG
339
Private Advisor Group
New Jersey
$3.16M +$86.9K +802 +3%
LF
340
Lantz Financial
Illinois
$3.14M -$2.93K -27 -0.1%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$3.11M -$1.46M -13,501 -33%
IIM
342
INTECH Investment Management
Florida
$3.1M +$381K +3,511 +15%
LFAS
343
Level Four Advisory Services
Texas
$3.09M +$75.2K +694 +3%
MPPW
344
Mitchell & Pahl Private Wealth
Oklahoma
$3.07M -$3.04K -28 -0.1%
AW
345
Apricus Wealth
South Carolina
$3.06M -$14.1K -130 -0.5%
SW
346
SteelPeak Wealth
California
$3.04M +$2.87M +26,489 New
Wolverine Trading
347
Wolverine Trading
Illinois
$3.03M +$2.5M +23,074 +664%
BF
348
BOK Financial
Oklahoma
$3.01M -$42.8K -395 -1%
RIL
349
Rothschild Investment LLC
Illinois
$3M -$77.9K -719 -3%
NIM
350
NXG Investment Management
Texas
$2.98M +$2.82M +26,000 New