WEC icon

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
CIA
776
Caerus Investment Advisors
Texas
$414K
NP
777
Nilsine Partners
Colorado
$405K
O
778
Ossiam
France
$402K
SWTS
779
Stonehaven Wealth & Tax Solutions
Wisconsin
$401K
AWMM
780
Aegis Wealth Management (Maryland)
Maryland
$401K
BRWA
781
B. Riley Wealth Advisors
Florida
$401K
PPWP
782
Premier Path Wealth Partners
New Jersey
$400K
KWM
783
Kiker Wealth Management
Georgia
$398K
MWM
784
Maridea Wealth Management
New York
$397K
FMI
785
F/M Investments
District of Columbia
$397K
RMCM
786
Reynders McVeigh Capital Management
Massachusetts
$396K
GM
787
GeoWealth Management
Illinois
$395K
NF
788
Nvest Financial
New Hampshire
$392K
TSMHT
789
Thurston Springer Miller Herd & Titak
Indiana
$392K
CSP
790
Cary Street Partners
Virginia
$391K
CAMG
791
CWA Asset Management Group
Florida
$389K
SFS
792
Sowell Financial Services
Arkansas
$389K
SAM
793
Strategy Asset Managers
California
$388K
BS
794
Banco Santander
Spain
$384K
PWP
795
Phillips Wealth Planners
Mississippi
$384K
RSWM
796
Robertson Stephens Wealth Management
California
$378K
BIG
797
Brooklyn Investment Group
New York
$377K
PNC
798
Park National Corp
Ohio
$377K
GCP
799
GSA Capital Partners
United Kingdom
$376K
AO
800
Advisor OS
Illinois
$375K