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
CFD
1051
Creative Financial Designs
Indiana
$131K +$8.35K +77 +7%
TWC
1052
TD Waterhouse Canada
Ontario, Canada
$129K +$4.34K +40 +4%
EWM
1053
Evermay Wealth Management
Virginia
$129K
DJSG
1054
D.J. St. Germain
Massachusetts
$127K -$53.1K -490 -31%
RWM
1055
RMG Wealth Management
Wisconsin
$124K
IFS
1056
Intelligent Financial Strategies
Minnesota
$121K
TFM
1057
TFC Financial Management
Massachusetts
$121K +$434 +4 +0.4%
TH
1058
TCTC Holdings
Texas
$117K
TFA
1059
Transamerica Financial Advisors
Florida
$116K +$110K +1,014 New
AT
1060
Avalon Trust
New Mexico
$114K +$36.1K +333 +50%
PB
1061
Pinnacle Bancorp
Nebraska
$113K
PWMG
1062
Prestige Wealth Management Group
New Jersey
$112K +$217 +2 +0.2%
GWSG
1063
GPS Wealth Strategies Group
Colorado
$112K -$61.2K -565 -37%
CH
1064
Cromwell Holdings
Wyoming
$108K +$1.73K +16 +2%
CAL
1065
Capital Advisors Ltd
Ohio
$105K
FPF
1066
First Pacific Financial
Washington
$103K
FWM
1067
FSA Wealth Management
Massachusetts
$103K
SIC
1068
SJS Investment Consulting
Ohio
$100K +$93.8K +865 +7,864%
CCA
1069
Catalyst Capital Advisors
New York
$99.6K -$4.12K -38 -4%
BCFD
1070
Boit C.F. David
$99.3K
CYG
1071
Clean Yield Group
Vermont
$99.3K
SIS
1072
Strategic Investment Solutions
Illinois
$98.8K +$542 +5 +0.6%
OL
1073
OneFund LLC
Florida
$98.5K +$3.25K +30 +4%
RF
1074
Rossby Financial
Florida
$97.3K -$1.73K -16 -2%
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
$96.3K