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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
PCI
926
Planning Center Inc
Illinois
$273K -$108 -1 -0%
TNBTD
927
Trustmark National Bank Trust Department
Mississippi
$273K -$9.76K -90 -4%
MIM
928
Meridiem Investment Management
United Kingdom
$273K
PW
929
PUREfi Wealth
Massachusetts
$272K -$16.7K -154 -6%
BEAM
930
Baker Ellis Asset Management
Washington
$272K +$257K +2,372 New
LWM
931
Liberty Wealth Management
California
$272K +$3.25K +30 +1%
AUB
932
Atlantic Union Bankshares
Virginia
$270K +$175K +1,618 +219%
CIA
933
Choate Investment Advisors
Massachusetts
$269K -$101K -935 -28%
OF
934
Optimize Financial
California
$268K +$254K +2,342 New
TWP
935
Tower Wealth Partners
Pennsylvania
$268K +$4.01K +37 +2%
KCP
936
Kera Capital Partners
California
$268K +$38.9K +359 +18%
SPC
937
Spirepoint Private Client
Florida
$267K +$37.8K +349 +18%
LC
938
LCNB Corp
Ohio
$266K
RBFC
939
Roman Butler Fullerton & Co
Missouri
$265K
FFG
940
Fiduciary Financial Group
California
$264K
MSFS
941
Main Street Financial Solutions
Pennsylvania
$264K +$542 +5 +0.2%
FMTCOCP
942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K
IC
943
IEQ Capital
California
$261K -$19.6K -181 -7%
AWM
944
Aprio Wealth Management
Georgia
$260K +$246K +2,273 New
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$259K -$33.1K -305 -12%
ESB
946
Essex Savings Bank
Connecticut
$258K +$650 +6 +0.3%
AWAP
947
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K +$7.26K +67 +3%
TAM
948
Tocqueville Asset Management
New York
$256K +$242K +2,235 New
PFA
949
Pure Financial Advisors
California
$256K +$31.6K +292 +15%
LFG
950
Lockerman Financial Group
California
$255K -$325 -3 -0.1%