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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
FRA
776
Frank Rimerman Advisors
California
$415K +$75.3K +695 +24%
CIA
777
Caerus Investment Advisors
Texas
$414K +$392K +3,616 New
NP
778
Nilsine Partners
Colorado
$405K +$11.9K +110 +3%
O
779
Ossiam
France
$402K +$117K +1,076 +44%
SWTS
780
Stonehaven Wealth & Tax Solutions
Wisconsin
$401K +$325 +3 +0.1%
AWMM
781
Aegis Wealth Management (Maryland)
Maryland
$401K -$14.4K -133 -4%
BRWA
782
B. Riley Wealth Advisors
Florida
$401K +$31.2K +288 +9%
PPWP
783
Premier Path Wealth Partners
New Jersey
$400K +$2.6K +24 +0.7%
KWM
784
Kiker Wealth Management
Georgia
$398K -$37K -341 -9%
MWM
785
Maridea Wealth Management
New York
$397K +$366K +3,379 New
FMI
786
F/M Investments
District of Columbia
$397K
RMCM
787
Reynders McVeigh Capital Management
Massachusetts
$396K
GM
788
GeoWealth Management
Illinois
$395K +$252K +2,328 +208%
NF
789
Nvest Financial
New Hampshire
$392K +$371K +3,424 New
TSMHT
790
Thurston Springer Miller Herd & Titak
Indiana
$392K -$5.05M -46,602 -93%
CSP
791
Cary Street Partners
Virginia
$391K +$64.1K +591 +21%
CAMG
792
CWA Asset Management Group
Florida
$389K +$26.3K +243 +8%
SFS
793
Sowell Financial Services
Arkansas
$389K +$64.1K +591 +21%
SAM
794
Strategy Asset Managers
California
$388K +$4.88K +45 +1%
IFG
795
Independent Financial Group
California
$387K +$18.5K +171 +5%
BS
796
Banco Santander
Spain
$384K +$364K +3,354 New
PWP
797
Phillips Wealth Planners
Mississippi
$384K -$61.6K -568 -15%
RSWM
798
Robertson Stephens Wealth Management
California
$378K -$225K -2,075 -39%
BIG
799
Brooklyn Investment Group
New York
$377K -$1.63K -15 -0.4%
PNC
800
Park National Corp
Ohio
$377K -$69.6K -642 -16%