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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
OCM
1151
Osterweis Capital Management
California
$30K
SL
1152
Salomon & Ludwin
Virginia
$30K
MHR
1153
Matthew Hamilton Rosenberg
$28.9K
GBT
1154
Grove Bank & Trust
Florida
$28.6K
CT
1155
Coastline Trust
Rhode Island
$28.5K
PMIM
1156
Prudent Man Investment Management
Colorado
$28.2K
CBT
1157
CoreFirst Bank & Trust
Kansas
$28.1K
HFS
1158
Hughes Financial Services
Virginia
$27.2K
TC
1159
Truvestments Capital
Florida
$27K
SA
1160
Scarborough Advisors
Maryland
$26.4K
BWAM
1161
Boyd Watterson Asset Management
Ohio
$26.1K
HWM
1162
Hemington Wealth Management
Virginia
$26K
GWP
1163
Gen-Wealth Partners
Michigan
$25.8K
ABWM
1164
Alpine Bank Wealth Management
Colorado
$24.5K
AIM
1165
AXA Investment Managers
France
$23.5K
HWA
1166
HHM Wealth Advisors
Tennessee
$23.3K
BONH
1167
Bank of New Hampshire
New Hampshire
$22.9K
WWM
1168
Wolff Wiese Magana
California
$22.1K
MCM
1169
MV Capital Management
Maryland
$22K
GA
1170
GoalVest Advisory
New York
$21.8K
WWA
1171
Wealth Watch Advisors
Colorado
$21.3K
NFSG
1172
Newbridge Financial Services Group
Florida
$21K
HC
1173
Hoese & Co
Minnesota
$20.6K
NWM
1174
Nova Wealth Management
Florida
$19.3K
FCT
1175
First Community Trust
Iowa
$19K