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WEC Energy

1,293 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, 541 increasing their positions, 371 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

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
1,293
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFP Advisors
Florida
$1.59M
CGH
452
Crossmark Global Holdings
Texas
$1.59M
HWM
453
HB Wealth Management
Georgia
$1.59M
FA
454
Fiduciary Alliance
South Carolina
$1.58M
JFG
455
Jefferies Financial Group
New York
$1.57M
MFWM
456
Motley Fool Wealth Management
Virginia
$1.55M
LP
457
LMR Partners
United Kingdom
$1.54M
SP
458
Stablepoint Partners
Massachusetts
$1.54M
AF
459
Aviso Financial
Ontario, Canada
$1.54M
MWA
460
Midland Wealth Advisors
Illinois
$1.54M
Connor, Clark & Lunn Investment Management (CC&L)
461
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M
FAM
462
Fulcrum Asset Management
United Kingdom
$1.54M
PI
463
PineBridge Investments
New York
$1.54M
PDL
464
Portfolio Design Labs
California
$1.52M
OC
465
Oppenheimer & Co
New York
$1.51M
BFG
466
Bleakley Financial Group
New Jersey
$1.51M
TCM
467
Twin Capital Management
Pennsylvania
$1.47M
LC
468
Landaas & Company
Wisconsin
$1.47M
CI
469
Conning Inc
Connecticut
$1.44M
SYBT
470
Stock Yards Bank & Trust
Kentucky
$1.44M
AC
471
AlphaCore Capital
California
$1.41M
CA
472
Cornerstone Advisors
North Carolina
$1.41M
CFG
473
Citizens Financial Group
Rhode Island
$1.39M
CPIA
474
Cornell Pochily Investment Advisors
New York
$1.39M
HPC
475
HM Payson & Co
Maine
$1.37M