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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
TPA
651
Trivium Point Advisory
Connecticut
$650K -$8.67K -80 -1%
CTC
652
Central Trust Company
Missouri
$649K
CCM
653
Coldstream Capital Management
Washington
$648K +$152K +1,402 +33%
ET
654
Entropy Technologies
New York
$646K +$611K +5,639 New
CC
655
Chicago Capital
Illinois
$646K
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$645K +$352K +3,252 +137%
MLFP
657
MPS Loria Financial Planners
Illinois
$644K -$20.2K -186 -3%
DWM
658
Dakota Wealth Management
Florida
$638K -$30.7K -283 -5%
Aviva
659
Aviva
United Kingdom
$635K
CSB
660
City State Bank
Iowa
$632K -$16.6K -153 -3%
MC
661
Moors & Cabot
Massachusetts
$632K +$10.1K +93 +2%
LIM
662
Loudon Investment Management
New Hampshire
$628K -$242K -2,230 -29%
IGAM
663
iA Global Asset Management
Quebec, Canada
$626K -$1.4M -12,873 -70%
CW
664
CreativeOne Wealth
Kansas
$624K +$3.79K +35 +0.6%
MWM
665
MGB Wealth Management
Texas
$622K
HCM
666
Hutner Capital Management
Vermont
$622K
PPWM
667
Paragon Private Wealth Management
Kentucky
$621K +$18.8K +173 +3%
RMC
668
Resources Management Corp
Connecticut
$620K
SFC
669
SYM Financial Corp
Indiana
$617K +$5.85K +54 +1%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$614K +$589K +5,430 New
FMTC
671
Farmers & Merchants Trust Company
California
$606K -$54.2K -500 -9%
TWM
672
Thrive Wealth Management
Pennsylvania
$604K -$3.47K -32 -0.6%
DB
673
Danske Bank
Denmark
$603K +$97.6K +900 +21%
MYIA
674
Mount Yale Investment Advisors
Colorado
$600K +$435K +4,010 +328%
TE
675
Tema ETFs
New York
$597K +$565K +5,213 New