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WEC Energy

1,292 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 76 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: 83.52%83.35% (-0.17%)

45% less call options, than puts

Call options by funds: $109M | Put options by funds: $197M

Holders
1,292
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
BC
1226
Bayforest Capital
United Kingdom
$6.65K
AWM
1227
Abound Wealth Management
Tennessee
$6.21K
BDPWM
1228
Barnes Dennig Private Wealth Management
Ohio
$6.07K
RS
1229
Rakuten Securities
Japan
$5.73K
IRC
1230
Investors Research Corp
Georgia
$5.39K
IWM
1231
IMG Wealth Management
Florida
$5.27K
JSAM
1232
J. Safra Asset Management
New York
$5.16K
RWS
1233
Retirement Wealth Solutions
Wisconsin
$5.06K
BWL
1234
Bogart Wealth LLC
Virginia
$5.04K
IW
1235
Imprint Wealth
South Carolina
$5.04K
AW
1236
Avion Wealth
Texas
$5K
KFP
1237
Keener Financial Planning
Texas
$5K
CIAS
1238
CBIZ Investment Advisory Services
Ohio
$4.81K
GEA
1239
Glen Eagle Advisors
New Jersey
$4.58K
HWP
1240
Highline Wealth Partners
California
$4.24K
OAJ
1241
Ogorek Anthony Joseph
New York
$4K
TCA
1242
Trifecta Capital Advisors
Illinois
$3.9K
PWMG
1243
Private Wealth Management Group
New Jersey
$3.9K
BIA
1244
Bell Investment Advisors
California
$3.9K
PWAM
1245
Private Wealth Asset Management
Iowa
$3.9K
GTAM
1246
Global Trust Asset Management
Florida
$3.67K
FF
1247
Friedenthal Financial
New Jersey
$3.55K
FGAM
1248
Financial Gravity Asset Management
Texas
$3.44K
KG
1249
Kilter Group
New York
$3.32K
ME
1250
McIlrath & Eck
Washington
$3.09K