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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
CCA
1001
Childress Capital Advisors
Texas
$217K +$206K +1,898 New
BRM
1002
Boston Research & Management
Massachusetts
$217K +$206K +1,902 New
BTWM
1003
Baker Tilly Wealth Management
Wisconsin
$216K +$204K +1,883 New
SIS
1004
Sound Income Strategies
Florida
$215K +$25.9K +239 +14%
CBTWT
1005
Community Bank & Trust (Waco, Texas)
Texas
$214K +$202K +1,868 New
BFW
1006
Brady Family Wealth
Missouri
$214K -$107K -983 -35%
SF
1007
Synovus Financial
Georgia
$214K +$202K +1,864 New
APA
1008
Astoria Portfolio Advisors
New York
$213K +$201K +1,858 New
FDDB
1009
Fidelity D&D Bancorp
Pennsylvania
$212K -$24.9K -230 -11%
FFIC
1010
First Fiduciary Investment Counsel
Ohio
$212K +$201K +1,850 New
FB
1011
Finward Bancorp
Indiana
$211K +$200K +1,843 New
TWM
1012
Tradition Wealth Management
Minnesota
$211K +$200K +1,842 New
CAM
1013
Clark Asset Management
New Hampshire
$211K +$199K +1,839 New
MFGM
1014
Marshall Financial Group (Maryland)
Maryland
$211K +$199K +1,837 New
LFG
1015
Larson Financial Group
Missouri
$210K +$73.7K +680 +59%
DE
1016
Diversified Enterprises
Delaware
$210K +$199K +1,833 New
EFSCE
1017
Enterprise Financial Services Corp (EFSC)
Missouri
$209K -$24K -221 -11%
IIM
1018
Ipswich Investment Management
Massachusetts
$208K +$196K +1,812 New
NCM
1019
Next Capital Management
New York
$207K +$196K +1,806 New
PHS
1020
Pekin Hardy Strauss
Illinois
$206K +$195K +1,801 New
BFA
1021
Bill Few Associates
Pennsylvania
$206K +$195K +1,800 New
CCWM
1022
Correct Capital Wealth Management
Missouri
$206K +$195K +1,800 New
CFS
1023
CRA Financial Services
New Jersey
$206K +$195K +1,798 New
CI
1024
CX Institutional
Indiana
$206K +$4.12K +38 +2%
FCAS
1025
First Command Advisory Services
Texas
$206K