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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
TNBTD
926
Trustmark National Bank Trust Department
Mississippi
$273K
MIM
927
Meridiem Investment Management
United Kingdom
$273K
PW
928
PUREfi Wealth
Massachusetts
$272K
BEAM
929
Baker Ellis Asset Management
Washington
$272K
LWM
930
Liberty Wealth Management
California
$272K
AUB
931
Atlantic Union Bankshares
Virginia
$270K
CIA
932
Choate Investment Advisors
Massachusetts
$269K
OF
933
Optimize Financial
California
$268K
TWP
934
Tower Wealth Partners
Pennsylvania
$268K
KCP
935
Kera Capital Partners
California
$268K
SPC
936
Spirepoint Private Client
Florida
$267K
LC
937
LCNB Corp
Ohio
$266K
RBFC
938
Roman Butler Fullerton & Co
Missouri
$265K
FFG
939
Fiduciary Financial Group
California
$264K
MSFS
940
Main Street Financial Solutions
Pennsylvania
$264K
FMTCOCP
941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K
IC
942
IEQ Capital
California
$261K
AWM
943
Aprio Wealth Management
Georgia
$260K
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$259K
ESB
945
Essex Savings Bank
Connecticut
$258K
AWAP
946
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K
TAM
947
Tocqueville Asset Management
New York
$256K
PFA
948
Pure Financial Advisors
California
$256K
LFG
949
Lockerman Financial Group
California
$255K
NWMG
950
National Wealth Management Group
Ohio
$255K