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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
PCTC
951
Perkins Coie Trust Company
Washington
$252K
CM
952
Capital Management
Virginia
$252K
CWP
953
CFM Wealth Partners
Texas
$252K
CAM
954
Cozad Asset Management
Illinois
$251K
GLA
955
Great Lakes Advisors
Illinois
$251K
SLC
956
Second Line Capital
Louisiana
$251K
WP
957
WealthShield Partners
North Carolina
$250K
LAM
958
Longboard Asset Management
Arizona
$249K
PVI
959
Pine Valley Investments
New Jersey
$249K
HIMS
960
Hager Investment Management Services
New Hampshire
$249K
HR
961
Howe & Rusling
New York
$248K
BAM
962
Blueshift Asset Management
New Jersey
$247K
BSTWA
963
Blake Schutter Theil Wealth Advisors
Ohio
$246K
PPC
964
Park Place Capital
Alabama
$246K
SW
965
SVB Wealth
Massachusetts
$246K
MSWM
966
Mowery & Schoenfeld Wealth Management
Illinois
$244K
ANTB
967
AMG National Trust Bank
Colorado
$243K
FHA
968
Flagship Harbor Advisors
Massachusetts
$241K
CWM
969
Connecticut Wealth Management
Connecticut
$240K
KOMWMG
970
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$238K
CPIG
971
Chicago Partners Investment Group
Illinois
$238K
NRS
972
Neville Rodie & Shaw
New York
$238K
ET
973
Equitable Trust
Tennessee
$236K
HCM
974
Howard Capital Management
Georgia
$236K
FMLI
975
Fukoku Mutual Life Insurance
Japan
$235K