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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
BC
751
Bruce & Co
Illinois
$452K
LI
752
LVZ Inc
Michigan
$441K
FGA
753
Fortis Group Advisors
New Jersey
$436K
AP
754
Appleton Partners
Massachusetts
$436K
ST
755
Smithfield Trust
Pennsylvania
$435K -$5.42K -50 -1%
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$434K -$4.44K -41 -1%
HDIM
757
Hanson & Doremus Investment Management
Vermont
$432K +$11.9K +110 +3%
PWM
758
Perigon Wealth Management
California
$432K +$27.3K +252 +7%
WPC
759
Wedmont Private Capital
Pennsylvania
$430K +$56.4K +520 +16%
AWA
760
Arete Wealth Advisors
Illinois
$428K -$15.5K -143 -4%
CFG
761
Certior Financial Group
Pennsylvania
$428K -$1.08K -10 -0.3%
GSEP
762
Golden State Equity Partners
California
$427K +$5.75K +53 +1%
ZIC
763
ZWJ Investment Counsel
Georgia
$426K +$3.36K +31 +0.8%
IWS
764
Insight Wealth Strategies
California
$426K +$5.2K +48 +1%
TI
765
Tidal Investments
Wisconsin
$425K -$705K -6,502 -64%
LI
766
LifeWealth Investments
Florida
$423K +$434 +4 +0.1%
MPM
767
Meritage Portfolio Management
Kansas
$422K -$2.23M -20,559 -85%
DSC
768
Duncker Streett & Co
Missouri
$420K +$165K +1,524 +71%
WA
769
WealthTrust Axiom
Pennsylvania
$420K
AF
770
Advisornet Financial
Minnesota
$419K -$8.35K -77 -2%
UB
771
UMB Bank
Missouri
$418K -$1.19K -11 -0.3%
MP
772
Moment Partners
California
$418K +$19.9K +184 +5%
TCWA
773
Turtle Creek Wealth Advisors
Texas
$416K +$394K +3,631 New
CAI
774
Capital Advisors Inc
Oklahoma
$416K
BBA
775
Baader Bank Aktiengesellschaft
Germany
$416K +$217 +2 +0.1%