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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
FFA
501
Farther Finance Advisors
California
$1.24M +$429K +3,955 +58%
TWM
502
Trueblood Wealth Management
Ohio
$1.23M -$13.2K -122 -1%
BCP
503
Blackhawk Capital Partners
Wisconsin
$1.23M -$119K -1,099 -9%
IWP
504
IAG Wealth Partners
Wisconsin
$1.22M +$499K +4,606 +76%
TMAM
505
Tokio Marine Asset Management
Japan
$1.22M +$91K +840 +9%
MGWM
506
Marks Group Wealth Management
Minnesota
$1.22M -$62.6K -578 -5%
IWA
507
Icon Wealth Advisors
Texas
$1.22M -$30.8K -284 -3%
FT
508
Fiduciary Trust
Massachusetts
$1.21M +$28.9K +267 +3%
RP
509
Rowlandmiller & Partners
Georgia
$1.21M -$5.09K -47 -0.4%
FB
510
Fulton Bank
Pennsylvania
$1.2M -$62.4K -576 -5%
AWA
511
Arkadios Wealth Advisors
Georgia
$1.19M +$81.8K +755 +8%
NW
512
NewEdge Wealth
Pennsylvania
$1.19M +$222K +2,048 +24%
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M +$8.56K +79 +0.8%
PCM
514
Parsons Capital Management
Rhode Island
$1.17M
SF
515
Summit Financial
New Jersey
$1.16M -$40.2K -371 -4%
JIC
516
Johnson Investment Counsel
Ohio
$1.16M +$7.7K +71 +0.7%
FNBT
517
FineMark National Bank & Trust
Florida
$1.15M +$214K +1,978 +24%
CL
518
Choreo LLC
Illinois
$1.15M +$14.7K +136 +1%
PWP
519
Precedent Wealth Partners
Texas
$1.14M +$106K +975 +11%
WSFS
520
Wilmington Savings Fund Society
Delaware
$1.13M -$280K -2,583 -21%
HFM
521
Harvest Fund Management
China
$1.13M
HIM
522
Harbour Investment Management
Washington
$1.13M -$171K -1,580 -14%
PFS
523
Prospera Financial Services
Texas
$1.12M +$383K +3,530 +56%
PIA
524
Pollock Investment Advisors
Michigan
$1.12M
PJSIMP
525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.12M -$372K -3,434 -26%