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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
FF
1251
Friedenthal Financial
New Jersey
$3.55K -$1M -9,227 -100%
FGAM
1252
Financial Gravity Asset Management
Texas
$3.44K +$3.25K +30 New
KG
1253
Kilter Group
New York
$3.32K +$542 +5 +21%
ME
1254
McIlrath & Eck
Washington
$3.09K
PCM
1255
Penserra Capital Management
California
$3K
WCM
1256
Winthrop Capital Management
Indiana
$3K +$2.71K +25 New
CMP
1257
Coston McIsaac & Partners
Maine
$3K +$2.93K +27 New
WPA
1258
Wealth Preservation Advisors
Tennessee
$2.75K +$542 +5 +26%
GWSA
1259
Global Wealth Strategies & Associates
Colorado
$2.54K +$2.38K +22 New
APM
1260
Advanced Portfolio Management
New York
$2.52K +$2.38K +22 New
MAM
1261
Marquette Asset Management
Minnesota
$2.52K +$2.38K +22 New
WTC
1262
WhitTier Trust Company
Nevada
$2.49K -$3.69K -34 -61%
AIC
1263
Archer Investment Corporation
Indiana
$2.39K
DI
1264
DAGCO Inc
Ohio
$2.29K
CWP
1265
Clark Wealth Partners
Illinois
$2.21K +$434 +4 +24%
EWM
1266
Evolution Wealth Management
Florida
$2.18K -$8.13K -75 -80%
PA
1267
Pineridge Advisors
Missouri
$2.13K +$108 +1 +6%
CAM
1268
Clarity Asset Management
Iowa
$2.06K +$1.95K +18 New
CA
1269
Centerpoint Advisors
Massachusetts
$2K
CCM
1270
Cloud Capital Management
Washington
$2K +$2.06K +19 New
CMA
1271
Cedar Mountain Advisors
Oregon
$1.95K +$1.84K +17 New
BHWM
1272
Bay Harbor Wealth Management
Maryland
$1.83K +$108 +1 +7%
Kayne Anderson Rudnick Investment Management
1273
Kayne Anderson Rudnick Investment Management
California
$1.83K +$325 +3 +23%
GFWA
1274
Grey Fox Wealth Advisors
Delaware
$1.83K +$1.73K +16 New
HWA
1275
Heartwood Wealth Advisors
Virginia
$1.83K +$1.73K +16 New