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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
MCM
601
MAI Capital Management
Ohio
$793K +$103K +947 +16%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$792K +$66.6K +614 +10%
EB
603
Eastern Bank
Massachusetts
$775K -$21.9K -202 -3%
DAS
604
Diversify Advisory Services
Utah
$770K -$222K -2,048 -23%
SCA
605
Stonebridge Capital Advisors
Minnesota
$769K +$101K +936 +16%
CFO
606
Callan Family Office
Pennsylvania
$768K -$54.8K -506 -7%
CAG
607
Csenge Advisory Group
Florida
$761K +$48.1K +444 +7%
TPBG
608
Turning Point Benefit Group
Maryland
$760K +$71.8K +662 +11%
BWM
609
Buckley Wealth Management
Nevada
$758K -$22.7K -209 -3%
RIA
610
Regal Investment Advisors
Michigan
$758K +$335K +3,093 +88%
ACA
611
Aptus Capital Advisors
Alabama
$754K +$3.25K +30 +0.5%
TCOT
612
Trust Company of Toledo
Ohio
$745K -$55.3K -510 -7%
FUBT
613
First United Bank & Trust
Maryland
$744K +$330K +3,045 +88%
AS
614
Altshuler Shaham
Israel
$739K +$187K +1,726 +37%
BWM
615
Blossom Wealth Management
California
$738K +$9.76K +90 +1%
TT
616
TI-Trust
Illinois
$737K
CA
617
Clearstead Advisors
Ohio
$734K -$7.48K -69 -1%
BFS
618
Bradley Foster & Sargent
Connecticut
$732K +$8.89K +82 +1%
NSAM
619
North Star Asset Management
Wisconsin
$731K +$24.3K +224 +4%
BIM
620
Bridges Investment Management
Nebraska
$729K -$4.44K -41 -0.6%
JSW
621
Journey Strategic Wealth
New Jersey
$723K +$116K +1,072 +20%
NICM
622
Neo Ivy Capital Management
New York
$723K +$684K +6,306 New
DFCM
623
Dark Forest Capital Management
Puerto Rico
$717K +$138K +1,273 +26%
GI
624
Gradient Investments
Minnesota
$715K +$11.2K +103 +2%
V
625
VeraBank
Texas
$713K -$90K -830 -12%