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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
FAP
701
Financial Advisory Partners
Florida
$543K -$2.71K -25 -0.5%
PA
702
Parallel Advisors
California
$543K -$63K -581 -11%
SMC
703
Smith, Moore & Co
Missouri
$542K +$15.1K +139 +3%
AWA
704
Aaron Wealth Advisors
Illinois
$541K +$210K +1,941 +70%
VCM
705
Voleon Capital Management
California
$539K +$243K +2,246 +91%
SCM
706
SKBA Capital Management
California
$536K +$222K +2,050 +78%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$535K -$13.8K -127 -3%
AWM
708
Axxcess Wealth Management
California
$528K +$200K +1,845 +67%
RAM
709
Redmond Asset Management
Virginia
$527K
MSAM
710
Moloney Securities Asset Management
Missouri
$526K -$15.5K -143 -3%
HFM
711
Hartford Funds Management
Pennsylvania
$525K -$23.3K -215 -4%
HTC
712
Haverford Trust Company
Pennsylvania
$524K -$6.29K -58 -1%
MGIA
713
Moneta Group Investment Advisors
Missouri
$524K -$60.6K -559 -11%
CTA
714
Chesley Taft & Associates
Illinois
$523K
AMG
715
Advisors Management Group
Wisconsin
$519K +$1.95K +18 +0.4%
MCM
716
Monument Capital Management
Virginia
$519K
FTWA
717
Fifth Third Wealth Advisors
Ohio
$518K +$217 +2 +0%
HI
718
Hudock Inc
Pennsylvania
$517K -$43.8K -404 -8%
LIA
719
LS Investment Advisors
Michigan
$514K
MCM
720
McDonough Capital Management
Florida
$513K
MIM
721
Marshall Investment Management
Colorado
$505K +$4.01K +37 +0.8%
CTA
722
Colonial Trust Advisors
South Carolina
$501K -$2.49K -23 -0.5%
BBW
723
Blue Barn Wealth
Utah
$496K +$217 +2 +0%
GWMR
724
GC Wealth Management RIA
Massachusetts
$496K +$469K +4,325 New
CA
725
Crewe Advisors
Utah
$495K +$1.95K +18 +0.4%