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
NWM
1176
Nova Wealth Management
Florida
$19.3K -$4.77K -44 -21%
FCT
1177
First Community Trust
Iowa
$19K
CAM
1178
Costello Asset Management
Pennsylvania
$17.7K +$108 +1 +0.6%
SS
1179
SBI Securities
Japan
$17.4K +$434 +4 +3%
SC
1180
SouthState Corp
Florida
$17.2K +$11.9K +110 +275%
KFP
1181
Kerr Financial Planning
California
$16.2K +$15.7K +145 New
EP
1182
Essential Partners
California
$16.2K +$9.97K +92 +188%
FFO
1183
Fortitude Family Office
Arizona
$15.6K -$1.08K -10 -7%
MCA
1184
Midwest Capital Advisors
Michigan
$15.6K
MAM
1185
Meeder Asset Management
Ohio
$15.5K +$14.6K +135 New
PP
1186
PFS Partners
New Jersey
$14.8K +$3.04K +28 +28%
RL
1187
Rogco LP
Oklahoma
$14.4K
Lazard Asset Management
1188
Lazard Asset Management
New York
$14K +$759 +7 +6%
CFS
1189
CGC Financial Services
Oregon
$13.8K
RDFA
1190
Ritter Daniher Financial Advisory
Ohio
$13.6K +$12.9K +119 New
KB
1191
Kimelman & Baird
New York
$13.3K
FMP
1192
Financial Management Professionals
Texas
$13.2K +$108 +1 +0.9%
CPG
1193
Cornerstone Planning Group
New Jersey
$13.2K -$13.4K -124 -92%
HHGA
1194
Halbert Hargrove Global Advisors
California
$12.9K +$10.5K +97 +606%
DFA
1195
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1196
Wiser Advisor Group
Arizona
$12.7K +$12K +111 New
S
1197
Sachetta
Massachusetts
$12.5K
SWP
1198
Strategic Wealth Partners
Ohio
$12.5K
MFG
1199
Mendota Financial Group
Wisconsin
$12K
KFI
1200
Key Financial Inc
Pennsylvania
$12K