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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
JCM
826
Jacobi Capital Management
Pennsylvania
$349K +$542 +5 +0.2%
ACM
827
Aster Capital Management
United Arab Emirates
$347K -$554K -5,111 -63%
1SB
828
1ST Source Bank
Indiana
$346K
CF
829
Centaurus Financial
California
$346K +$172K +1,588 +111%
CWS
830
Cypress Wealth Services
California
$343K +$108 +1 +0%
CCA
831
Cobblestone Capital Advisors
New York
$343K -$108 -1 -0%
WAP
832
Wealthcare Advisory Partners
Pennsylvania
$343K +$37.1K +342 +13%
BOS
833
Bank of Stockton
California
$342K
DC
834
Dahring Cusmano
Michigan
$342K +$2.71K +25 +0.8%
SIMG
835
Sonora Investment Management Group
Arizona
$342K -$12K -111 -4%
GWM
836
Graybill Wealth Management
Illinois
$342K
ONB
837
Old National Bancorp
Indiana
$341K -$325 -3 -0.1%
WCFA
838
Walkner Condon Financial Advisors
Wisconsin
$337K +$3.14K +29 +1%
CGL
839
Clarius Group LLC
Washington
$337K -$108K -998 -25%
CFGSD
840
Compass Financial Group (South Dakota)
South Dakota
$337K
FNFDCM
841
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$336K -$2.71K -25 -0.8%
IP
842
Isthmus Partners
Wisconsin
$336K
MF
843
Magnetar Financial
Illinois
$334K +$316K +2,918 New
CC
844
Courier Capital
New York
$332K -$129K -1,188 -29%
PWP
845
Principle Wealth Partners
Connecticut
$332K
BIA
846
Beacon Investment Advisors
Maryland
$331K +$867 +8 +0.3%
IA
847
Integrity Alliance
Iowa
$330K +$67.4K +622 +28%
DLCIG
848
D.L. Carlson Investment Group
New Hampshire
$330K -$2.17K -20 -0.7%
BWM
849
Buska Wealth Management
Wisconsin
$329K
SAM
850
Smartleaf Asset Management
Massachusetts
$329K +$117K +1,079 +60%