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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
MSE
626
MUFG Securities EMEA
United Kingdom
$706K
CG
627
Caprock Group
Idaho
$706K
PFG
628
PAX Financial Group
Texas
$705K
CPWA
629
Cerro Pacific Wealth Advisors
California
$702K
S
630
SignatureFD
Georgia
$698K
RWP
631
RWA Wealth Partners
Massachusetts
$695K
IMRF
632
Illinois Municipal Retirement Fund
Illinois
$688K
WA
633
Waverly Advisors
Alabama
$680K
VCA
634
Verdence Capital Advisors
Maryland
$680K
BP
635
Ballentine Partners
Massachusetts
$680K
SWP
636
Sagespring Wealth Partners
Tennessee
$678K
TGAM
637
TBH Global Asset Management
Tennessee
$678K
FFN
638
Focus Financial Network
Minnesota
$678K
PTC
639
Private Trust Company
Ohio
$675K
PCIA
640
Prime Capital Investment Advisors
Kansas
$673K
ECA
641
Elevated Capital Advisors
Utah
$666K
ACM
642
AlphaStar Capital Management
North Carolina
$666K
AFG
643
Atomi Financial Group
New York
$664K
FFM
644
Forum Financial Management
Illinois
$663K
DWP
645
Daymark Wealth Partners
Ohio
$663K
DT
646
Diversified Trust
Tennessee
$658K
CIS
647
Custom Index Systems
New York
$658K
CPCPP
648
Canada Post Corporation Pension Plan
Canada
$656K
HSA
649
HBK Sorce Advisory
Pennsylvania
$652K
KNW
650
Kesler Norman & Wride
Utah
$651K