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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
CCA
876
Checchi Capital Advisers
California
$306K -$25.4K -234 -8%
IIC
877
Ironwood Investment Counsel
Arizona
$304K
LCM
878
Liberty Capital Management
Michigan
$304K
B
879
Bailard
California
$302K +$759 +7 +0.3%
IPWA
880
International Private Wealth Advisors
California
$302K -$37.3K -344 -12%
PFBT
881
Parkside Financial Bank & Trust
Missouri
$301K +$2.17K +20 +0.8%
MIM
882
MTM Investment Management
South Carolina
$301K -$10.3K -95 -3%
BC
883
Bowman & Company
Wisconsin
$301K +$1.08K +10 +0.4%
BCP
884
Blue Chip Partners
Michigan
$301K -$28.8K -266 -9%
ADL
885
Asset Dedication LLC
California
$299K +$46.1K +425 +19%
SGK
886
Steigerwald Gordon & Koch
Virginia
$299K +$3.79K +35 +1%
GWP
887
Gateway Wealth Partners
Wisconsin
$297K +$8.02K +74 +3%
MP
888
McDonald Partners
Ohio
$297K -$648K -5,978 -70%
WAM
889
WFA Asset Management
Wisconsin
$297K +$42.9K +396 +15%
MSWM
890
Master's Wealth Management
Pennsylvania
$297K +$3.47K +32 +1%
CISOA
891
Capital Investment Services of America
Wisconsin
$296K
PWAM
892
Pinnacle West Asset Management
Wyoming
$296K +$1.63K +15 +0.6%
ONSWM
893
Old North State Wealth Management
North Carolina
$295K -$87.6K -808 -24%
IWN
894
Independent Wealth Network
Iowa
$294K +$11.2K +103 +4%
GFP
895
Gryphon Financial Partners
Ohio
$294K -$66.9K -617 -19%
AIA
896
AssuredPartners Investment Advisors
Florida
$294K +$278K +2,561 New
JWM
897
JGP Wealth Management
Oregon
$293K -$5.42K -50 -2%
OA
898
Oxbow Advisors
Texas
$293K
PWA
899
Providence Wealth Advisors
Illinois
$292K -$26.9K -248 -9%
KFGG
900
Keystone Financial Group (Georgia)
Georgia
$292K +$26.4K +244 +11%