We are live on ! Find out more
WEC icon

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
NWMG
951
National Wealth Management Group
Ohio
$255K +$241K +2,221 New
PCTC
952
Perkins Coie Trust Company
Washington
$252K
CM
953
Capital Management
Virginia
$252K
CWP
954
CFM Wealth Partners
Texas
$252K
CAM
955
Cozad Asset Management
Illinois
$251K
GLA
956
Great Lakes Advisors
Illinois
$251K -$34.6K -319 -13%
SLC
957
Second Line Capital
Louisiana
$251K -$650 -6 -0.3%
WP
958
WealthShield Partners
North Carolina
$250K
LAM
959
Longboard Asset Management
Arizona
$249K
PVI
960
Pine Valley Investments
New Jersey
$249K +$3.9K +36 +2%
HIMS
961
Hager Investment Management Services
New Hampshire
$249K
HR
962
Howe & Rusling
New York
$248K -$8.24K -76 -3%
BAM
963
Blueshift Asset Management
New Jersey
$247K +$234K +2,157 New
BSTWA
964
Blake Schutter Theil Wealth Advisors
Ohio
$246K -$650 -6 -0.3%
PPC
965
Park Place Capital
Alabama
$246K +$8.24K +76 +4%
SW
966
SVB Wealth
Massachusetts
$246K +$233K +2,151 New
MSWM
967
Mowery & Schoenfeld Wealth Management
Illinois
$244K
ANTB
968
AMG National Trust Bank
Colorado
$243K
FHA
969
Flagship Harbor Advisors
Massachusetts
$241K -$4.34K -40 -2%
CWM
970
Connecticut Wealth Management
Connecticut
$240K +$1.73K +16 +0.8%
KOMWMG
971
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$238K -$72.1K -665 -24%
CPIG
972
Chicago Partners Investment Group
Illinois
$238K -$34.6K -319 -13%
NRS
973
Neville Rodie & Shaw
New York
$238K
ET
974
Equitable Trust
Tennessee
$236K +$223K +2,061 New
HCM
975
Howard Capital Management
Georgia
$236K +$7.15K +66 +3%