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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
BRM
1001
Boston Research & Management
Massachusetts
$217K
BTWM
1002
Baker Tilly Wealth Management
Wisconsin
$216K
SIS
1003
Sound Income Strategies
Florida
$215K
CBTWT
1004
Community Bank & Trust (Waco, Texas)
Texas
$214K
BFW
1005
Brady Family Wealth
Missouri
$214K
SF
1006
Synovus Financial
Georgia
$214K
APA
1007
Astoria Portfolio Advisors
New York
$213K
FDDB
1008
Fidelity D&D Bancorp
Pennsylvania
$212K
FFIC
1009
First Fiduciary Investment Counsel
Ohio
$212K
FB
1010
Finward Bancorp
Indiana
$211K
TWM
1011
Tradition Wealth Management
Minnesota
$211K
CAM
1012
Clark Asset Management
New Hampshire
$211K
MFGM
1013
Marshall Financial Group (Maryland)
Maryland
$211K
LFG
1014
Larson Financial Group
Missouri
$210K
DE
1015
Diversified Enterprises
Delaware
$210K
EFSCE
1016
Enterprise Financial Services Corp (EFSC)
Missouri
$209K
IIM
1017
Ipswich Investment Management
Massachusetts
$208K
NCM
1018
Next Capital Management
New York
$207K
PHS
1019
Pekin Hardy Strauss
Illinois
$206K
BFA
1020
Bill Few Associates
Pennsylvania
$206K
CCWM
1021
Correct Capital Wealth Management
Missouri
$206K
CFS
1022
CRA Financial Services
New Jersey
$206K
CI
1023
CX Institutional
Indiana
$206K
FCAS
1024
First Command Advisory Services
Texas
$206K
LCM
1025
Lazari Capital Management
California
$205K