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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
LCM
1026
Lazari Capital Management
California
$205K +$194K +1,793 New
TWP
1027
Tyche Wealth Partners
Texas
$204K -$32.2K -297 -14%
RCM
1028
Radnor Capital Management
Pennsylvania
$204K +$193K +1,778 New
RFS
1029
Richardson Financial Services
Massachusetts
$203K -$3.58K -33 -2%
SCM
1030
Shelton Capital Management
Colorado
$203K +$192K +1,770 New
SMAM
1031
Sugar Maple Asset Management
Wisconsin
$203K +$192K +1,770 New
SG
1032
StoneX Group
New York
$202K +$191K +1,764 New
FPGK
1033
Financial Partners Group (Kansas)
Kansas
$201K +$190K +1,755 New
Acadian Asset Management
1034
Acadian Asset Management
Massachusetts
$201K +$40.9K +377 +27%
MMG
1035
Monetary Management Group
Missouri
$201K -$59.6K -550 -24%
CIA
1036
Cape Investment Advisory
Georgia
$195K +$8.35K +77 +5%
GFA
1037
Gladwyn Financial Advisors
Virginia
$192K +$1.41K +13 +0.8%
OA
1038
Operose Advisors
Wisconsin
$185K +$36.7K +339 +27%
CFB
1039
Cullen/Frost Bankers
Texas
$183K +$35.2K +325 +25%
VIA
1040
Virtus Investment Advisers
Connecticut
$180K -$8.13K -75 -5%
QC
1041
Quent Capital
New York
$177K +$167K +1,541 New
MWPCG
1042
Measured Wealth Private Client Group
New Hampshire
$162K +$153K +1,412 New
SS
1043
Sunbelt Securities
Texas
$158K +$144K +1,329 +2,606%
FP
1044
Financial Perspectives
Minnesota
$153K
NB
1045
NBT Bank
New York
$152K -$49.8K -459 -46%
JFA
1046
JNBA Financial Advisors
Minnesota
$150K
FNWA
1047
Financial Network Wealth Advisors
Utah
$145K +$8.78K +81 +7%
CA
1048
CoreCap Advisors
Michigan
$140K +$4.88K +45 +4%
TCOV
1049
Trust Company of Vermont
Vermont
$136K
HBT
1050
Hills Bank & Trust
Iowa
$134K