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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
TPA
651
Trivium Point Advisory
Connecticut
$650K
CTC
652
Central Trust Company
Missouri
$649K
CCM
653
Coldstream Capital Management
Washington
$648K
ET
654
Entropy Technologies
New York
$646K
CC
655
Chicago Capital
Illinois
$646K
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$645K
MLFP
657
MPS Loria Financial Planners
Illinois
$644K
DWM
658
Dakota Wealth Management
Florida
$638K
Aviva
659
Aviva
United Kingdom
$635K
CSB
660
City State Bank
Iowa
$632K
MC
661
Moors & Cabot
Massachusetts
$632K
LIM
662
Loudon Investment Management
New Hampshire
$628K
IGAM
663
iA Global Asset Management
Quebec, Canada
$626K
CW
664
CreativeOne Wealth
Kansas
$624K
MWM
665
MGB Wealth Management
Texas
$622K
HCM
666
Hutner Capital Management
Vermont
$622K
PPWM
667
Paragon Private Wealth Management
Kentucky
$621K
RMC
668
Resources Management Corp
Connecticut
$620K
SFC
669
SYM Financial Corp
Indiana
$617K
FPAS
670
Focus Partners Advisor Solutions
Missouri
$614K
FMTC
671
Farmers & Merchants Trust Company
California
$606K
TWM
672
Thrive Wealth Management
Pennsylvania
$604K
DB
673
Danske Bank
Denmark
$603K
MYIA
674
Mount Yale Investment Advisors
Colorado
$600K
TE
675
Tema ETFs
New York
$597K