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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
PMFA
1151
Plante Moran Financial Advisors
Michigan
$30.3K +$867 +8 +3%
PGAM
1152
Princeton Global Asset Management
New Jersey
$30.1K +$108 +1 +0.4%
OCM
1153
Osterweis Capital Management
California
$30K
SL
1154
Salomon & Ludwin
Virginia
$30K +$28.7K +265 New
MHR
1155
Matthew Hamilton Rosenberg
$28.9K
GBT
1156
Grove Bank & Trust
Florida
$28.6K
CT
1157
Coastline Trust
Rhode Island
$28.5K -$1.3K -12 -5%
PMIM
1158
Prudent Man Investment Management
Colorado
$28.2K
CBT
1159
CoreFirst Bank & Trust
Kansas
$28.1K
HFS
1160
Hughes Financial Services
Virginia
$27.2K
TC
1161
Truvestments Capital
Florida
$27K +$325 +3 +1%
SA
1162
Scarborough Advisors
Maryland
$26.4K
BWAM
1163
Boyd Watterson Asset Management
Ohio
$26.1K
HWM
1164
Hemington Wealth Management
Virginia
$26K +$542 +5 +2%
GWP
1165
Gen-Wealth Partners
Michigan
$25.8K
ABWM
1166
Alpine Bank Wealth Management
Colorado
$24.5K
AIM
1167
AXA Investment Managers
France
$23.5K +$22.2K +205 New
HWA
1168
HHM Wealth Advisors
Tennessee
$23.3K +$108 +1 +0.5%
BONH
1169
Bank of New Hampshire
New Hampshire
$22.9K
WWM
1170
Wolff Wiese Magana
California
$22.1K
MCM
1171
MV Capital Management
Maryland
$22K
GA
1172
GoalVest Advisory
New York
$21.8K
WWA
1173
Wealth Watch Advisors
Colorado
$21.3K +$20.2K +186 New
NFSG
1174
Newbridge Financial Services Group
Florida
$21K -$1.41K -13 -7%
HC
1175
Hoese & Co
Minnesota
$20.6K