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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
IA
451
IFP Advisors
Florida
$1.59M +$68.5K +632 +5%
CGH
452
Crossmark Global Holdings
Texas
$1.59M -$120K -1,105 -7%
HWM
453
HB Wealth Management
Georgia
$1.59M +$542K +5,004 +57%
FA
454
Fiduciary Alliance
South Carolina
$1.58M -$82.8K -764 -5%
JFG
455
Jefferies Financial Group
New York
$1.57M +$1.48M +13,690 New
MFWM
456
Motley Fool Wealth Management
Virginia
$1.55M -$563K -5,197 -28%
LP
457
LMR Partners
United Kingdom
$1.54M +$1.09M +10,021 +290%
SP
458
Stablepoint Partners
Massachusetts
$1.54M +$99.6K +919 +7%
AF
459
Aviso Financial
Ontario, Canada
$1.54M +$92.3K +852 +7%
MWA
460
Midland Wealth Advisors
Illinois
$1.54M +$1.46M +13,434 New
Connor, Clark & Lunn Investment Management (CC&L)
461
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M +$185K +1,708 +15%
FAM
462
Fulcrum Asset Management
United Kingdom
$1.54M +$742K +6,842 +104%
PI
463
PineBridge Investments
New York
$1.54M -$1.63M -15,035 -53%
PDL
464
Portfolio Design Labs
California
$1.52M +$1.43M +13,221 New
OC
465
Oppenheimer & Co
New York
$1.51M +$135K +1,247 +10%
BFG
466
Bleakley Financial Group
New Jersey
$1.51M +$63K +581 +5%
TCM
467
Twin Capital Management
Pennsylvania
$1.47M -$215K -1,988 -13%
LC
468
Landaas & Company
Wisconsin
$1.47M
CI
469
Conning Inc
Connecticut
$1.44M
SYBT
470
Stock Yards Bank & Trust
Kentucky
$1.44M -$43.2K -399 -3%
AC
471
AlphaCore Capital
California
$1.41M +$217K +2,003 +19%
CA
472
Cornerstone Advisors
North Carolina
$1.41M
CFG
473
Citizens Financial Group
Rhode Island
$1.39M +$164K +1,511 +14%
CPIA
474
Cornell Pochily Investment Advisors
New York
$1.39M -$43.9K -405 -3%
HPC
475
HM Payson & Co
Maine
$1.37M +$45.6K +421 +4%