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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
AIM
1101
Anchor Investment Management
South Carolina
$67.3K
SJIM
1102
St. Johns Investment Management
Florida
$66.5K
RBI
1103
Raiffeisen Bank International
Austria
$66K
GIA
1104
GHP Investment Advisors
Colorado
$65.2K
CB
1105
CNB Bank
Pennsylvania
$64.6K
API
1106
Asset Planning Inc
California
$63.9K
SSG
1107
Summit Securities Group
New York
$63.6K
AA
1108
Ancora Advisors
Ohio
$63.5K
BC
1109
Barrett & Company
Rhode Island
$61.9K
PCM
1110
Perritt Capital Management
Illinois
$60.1K
BGAI
1111
Bruce G. Allen Investments
Colorado
$59.9K
CTWM
1112
Cherry Tree Wealth Management
Minnesota
$59.7K
SIC
1113
Salem Investment Counselors
North Carolina
$59.4K
AGWCA
1114
Annis Gardner Whiting Capital Advisors
Florida
$58.9K
DMBA
1115
Deseret Mutual Benefit Administrators
Utah
$55.9K
BI
1116
Binnacle Investments
Iowa
$55.7K
SWA
1117
SOA Wealth Advisors
New York
$55K
SA
1118
Seneschal Advisors
Washington
$51.9K
TFIPS
1119
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.4K
CFO
1120
CVA Family Office
Colorado
$50.4K
EIM
1121
Essex Investment Management
Massachusetts
$49.3K
SWM
1122
Spire Wealth Management
Virginia
$48.5K
HI
1123
Hoey Investments
Pennsylvania
$48.5K
FFWM
1124
Future Financial Wealth Management
Ohio
$46.2K
LC
1125
Lavaca Capital
Texas
$45.8K