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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
MSE
626
MUFG Securities EMEA
United Kingdom
$706K +$566K +5,225 +558%
CG
627
Caprock Group
Idaho
$706K +$712K +6,567 New
PFG
628
PAX Financial Group
Texas
$705K +$9.32K +86 +1%
CPWA
629
Cerro Pacific Wealth Advisors
California
$702K -$49.8K -459 -7%
S
630
SignatureFD
Georgia
$698K +$46.5K +429 +8%
RWP
631
RWA Wealth Partners
Massachusetts
$695K +$367K +3,385 +126%
IMRF
632
Illinois Municipal Retirement Fund
Illinois
$688K -$392K -3,621 -38%
WA
633
Waverly Advisors
Alabama
$680K +$78.5K +724 +14%
VCA
634
Verdence Capital Advisors
Maryland
$680K +$12.8K +118 +2%
BP
635
Ballentine Partners
Massachusetts
$680K +$3.36K +31 +0.5%
SWP
636
Sagespring Wealth Partners
Tennessee
$678K +$97.7K +901 +18%
TGAM
637
TBH Global Asset Management
Tennessee
$678K -$108 -1 -0%
FFN
638
Focus Financial Network
Minnesota
$678K -$1.41K -13 -0.2%
PTC
639
Private Trust Company
Ohio
$675K +$7.7K +71 +1%
PCIA
640
Prime Capital Investment Advisors
Kansas
$673K +$24.9K +230 +4%
ECA
641
Elevated Capital Advisors
Utah
$666K -$107K -984 -14%
ACM
642
AlphaStar Capital Management
North Carolina
$666K +$147K +1,352 +30%
AFG
643
Atomi Financial Group
New York
$664K +$2.82K +26 +0.5%
FFM
644
Forum Financial Management
Illinois
$663K +$108 +1 +0%
DWP
645
Daymark Wealth Partners
Ohio
$663K +$113K +1,046 +22%
DT
646
Diversified Trust
Tennessee
$658K +$16.1K +149 +3%
CIS
647
Custom Index Systems
New York
$658K +$205K +1,893 +49%
CPCPP
648
Canada Post Corporation Pension Plan
Canada
$656K +$219K +2,020 +54%
HSA
649
HBK Sorce Advisory
Pennsylvania
$652K +$5.96K +55 +1%
KNW
650
Kesler Norman & Wride
Utah
$651K +$124K +1,145 +20%