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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
DWM
1226
Dogwood Wealth Management
Kansas
$7.11K +$5.09K +47 +313%
RFA
1227
Reyes Financial Architecture
California
$6.99K
STB
1228
S&T Bank
Pennsylvania
$6.88K +$5.2K +48 +400%
1IA
1229
1620 Investment Advisors
Massachusetts
$6.76K
BC
1230
Bayforest Capital
United Kingdom
$6.65K -$20.4K -188 -76%
AWM
1231
Abound Wealth Management
Tennessee
$6.21K -$108 -1 -2%
BDPWM
1232
Barnes Dennig Private Wealth Management
Ohio
$6.07K
RS
1233
Rakuten Securities
Japan
$5.73K +$5.42K +50 New
IRC
1234
Investors Research Corp
Georgia
$5.39K
IWM
1235
IMG Wealth Management
Florida
$5.27K +$1.08K +10 +28%
JSAM
1236
J. Safra Asset Management
New York
$5.16K +$4.88K +45 New
RWS
1237
Retirement Wealth Solutions
Wisconsin
$5.06K
BWL
1238
Bogart Wealth LLC
Virginia
$5.04K -$10.3K -95 -68%
IW
1239
Imprint Wealth
South Carolina
$5.04K +$4.77K +44 New
AW
1240
Avion Wealth
Texas
$5K -$1.19K -11 -19%
KFP
1241
Keener Financial Planning
Texas
$5K
CIAS
1242
CBIZ Investment Advisory Services
Ohio
$4.81K +$2.28K +21 +100%
GEA
1243
Glen Eagle Advisors
New Jersey
$4.58K
HWP
1244
Highline Wealth Partners
California
$4.24K +$650 +6 +19%
OAJ
1245
Ogorek Anthony Joseph
New York
$4K +$217 +2 +5%
PWMG
1246
Private Wealth Management Group
New Jersey
$3.9K
TCA
1247
Trifecta Capital Advisors
Illinois
$3.9K
BIA
1248
Bell Investment Advisors
California
$3.9K +$542 +5 +17%
PWAM
1249
Private Wealth Asset Management
Iowa
$3.9K
GTAM
1250
Global Trust Asset Management
Florida
$3.67K