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WEC Energy

1,292 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 76 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: 83.52%83.35% (-0.17%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,292
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
CPSC
726
Carl P. Sherr & Co
Massachusetts
$492K
FCM
727
Fourpath Capital Management
Oklahoma
$491K
TFO
728
Tarbox Family Office
California
$489K
WFI
729
West Family Investments
California
$487K
SAG
730
SageView Advisory Group
California
$486K
CIM
731
Contravisory Investment Management
Massachusetts
$482K
MWM
732
Mission Wealth Management
California
$482K
CFA
733
CWS Financial Advisors
Michigan
$481K
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$478K
PL
735
Plancorp LLC
Missouri
$477K
WPA
736
West Paces Advisors
Georgia
$477K
SCTC
737
Sanibel Captiva Trust Company
Florida
$475K
IWA
738
Inspirion Wealth Advisors
Illinois
$468K
BFS
739
Bard Financial Services
Connecticut
$465K
ECM
740
Everence Capital Management
Indiana
$464K
RWM
741
Revisor Wealth Management
Ohio
$462K
MLL
742
Moody Lynn & Lieberson
Massachusetts
$462K
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$461K
CAM
744
Carret Asset Management
New York
$458K
ZF
745
Zhang Financial
Michigan
$458K
Vontobel Holding
746
Vontobel Holding
Switzerland
$456K
MHIC
747
Marble Harbor Investment Counsel
Massachusetts
$456K
SBWIC
748
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K
GSB
749
Greenfield Savings Bank
Massachusetts
$453K
BC
750
Bruce & Co
Illinois
$452K