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WEC Energy

1,293 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 77 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: 83.53%83.35% (-0.17%)

45% less call options, than puts

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

Holders
1,293
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
AO
801
Advisor OS
Illinois
$375K
ZIM
802
Zacks Investment Management
Illinois
$374K
SIAM
803
Sterling Investment Advisors (Missouri)
Missouri
$374K
BNP Paribas Asset Management
804
BNP Paribas Asset Management
France
$373K
MA
805
MJP Associates
Connecticut
$372K
SW
806
SkyOak Wealth
Michigan
$372K
GWM
807
Gibbs Wealth Management
Georgia
$371K
BBHC
808
Brown Brothers Harriman & Co
New York
$371K
Walleye Capital
809
Walleye Capital
New York
$371K
BJL
810
Brighton Jones LLC
Washington
$368K
WWM
811
Western Wealth Management
Colorado
$367K
AWM
812
Avaii Wealth Management
Wisconsin
$364K
EW
813
Evexia Wealth
Wisconsin
$363K
KFGK
814
Keystone Financial Group (Kentucky)
Kentucky
$363K
FBT
815
First Bank & Trust
South Dakota
$362K
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$361K
GIA
817
Gladstone Institutional Advisory
Florida
$359K
CI
818
Cigna Investments
Connecticut
$359K
BHCM
819
Brevan Howard Capital Management
Jersey
$356K
TVM
820
True Vision MN
Minnesota
$355K
RC
821
Rexford Capital
Texas
$354K
CBT
822
Crews Bank & Trust
Florida
$352K
EWA
823
ERTS Wealth Advisors
Michigan
$351K
BFIM
824
Beese Fulmer Investment Management
Ohio
$350K
JCM
825
Jacobi Capital Management
Pennsylvania
$349K