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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
VA
351
Vident Advisory
Georgia
$2.94M -$57.8K -533 -2%
SWM
352
Shakespeare Wealth Management
Wisconsin
$2.93M +$24.2K +223 +0.9%
Brown Advisory
353
Brown Advisory
Maryland
$2.91M -$42.2K -389 -2%
PFM
354
Patton Fund Management
Texas
$2.89M -$77.1K -711 -3%
IAA
355
Independent Advisor Alliance
North Carolina
$2.88M +$232K +2,138 +9%
WIA
356
World Investment Advisors
California
$2.85M +$80.6K +744 +3%
TC
357
Trilogy Capital
California
$2.77M -$87.4K -806 -3%
KG
358
Kieckhefer Group
Wisconsin
$2.75M +$2.6M +24,000 New
PIM
359
Penobscot Investment Management
Massachusetts
$2.75M -$84.5K -780 -3%
GRP
360
Global Retirement Partners
California
$2.72M +$119K +1,096 +5%
EF
361
Empowered Funds
Pennsylvania
$2.71M +$36.7K +339 +1%
SGAM
362
Smith Group Asset Management
Texas
$2.69M
RA
363
RFG Advisory
Alabama
$2.68M +$119K +1,099 +5%
SC
364
Savant Capital
Illinois
$2.67M +$208K +1,923 +9%
BC
365
Broadwater Capital
Massachusetts
$2.66M -$260M -2,394,240 -99%
DADC
366
D.A. Davidson & Co
Montana
$2.64M +$707K +6,522 +39%
WS
367
Wedbush Securities
California
$2.64M +$707K +6,525 +40%
Jones Financial Companies
368
Jones Financial Companies
Missouri
$2.63M +$696K +6,421 +38%
MHC
369
Meyer Handelman Company
New York
$2.58M
HH
370
Hilltop Holdings
Texas
$2.55M +$585K +5,398 +32%
SIA
371
Sit Investment Associates
Minnesota
$2.52M -$9K -83 -0.4%
HFO
372
Heritage Family Offices
Arizona
$2.51M +$965K +8,906 +69%
MSU
373
Mizuho Securities USA
New York
$2.5M +$151K +1,389 +6%
DILIC
374
Dai-ichi Life Insurance Company
Japan
$2.49M
IWC
375
Integrated Wealth Concepts
Massachusetts
$2.44M +$65.9K +608 +3%