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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
IIC
876
Ironwood Investment Counsel
Arizona
$304K
LCM
877
Liberty Capital Management
Michigan
$304K
B
878
Bailard
California
$302K
IPWA
879
International Private Wealth Advisors
California
$302K
PFBT
880
Parkside Financial Bank & Trust
Missouri
$301K
MIM
881
MTM Investment Management
South Carolina
$301K
BC
882
Bowman & Company
Wisconsin
$301K
BCP
883
Blue Chip Partners
Michigan
$301K
ADL
884
Asset Dedication LLC
California
$299K
SGK
885
Steigerwald Gordon & Koch
Virginia
$299K
GWP
886
Gateway Wealth Partners
Wisconsin
$297K
MP
887
McDonald Partners
Ohio
$297K
WAM
888
WFA Asset Management
Wisconsin
$297K
MSWM
889
Master's Wealth Management
Pennsylvania
$297K
CISOA
890
Capital Investment Services of America
Wisconsin
$296K
PWAM
891
Pinnacle West Asset Management
Wyoming
$296K
ONSWM
892
Old North State Wealth Management
North Carolina
$295K
IWN
893
Independent Wealth Network
Iowa
$294K
GFP
894
Gryphon Financial Partners
Ohio
$294K
AIA
895
AssuredPartners Investment Advisors
Florida
$294K
JWM
896
JGP Wealth Management
Oregon
$293K
OA
897
Oxbow Advisors
Texas
$293K
PWA
898
Providence Wealth Advisors
Illinois
$292K
KFGG
899
Keystone Financial Group (Georgia)
Georgia
$292K
TC
900
TownSquare Capital
Utah
$291K