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WEC Energy

1,293 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 77 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: 83.53%83.35% (-0.17%)

45% less call options, than puts

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

Holders
1,293
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
ME
1251
McIlrath & Eck
Washington
$3.09K
PCM
1252
Penserra Capital Management
California
$3K
WCM
1253
Winthrop Capital Management
Indiana
$3K
CMP
1254
Coston McIsaac & Partners
Maine
$3K
WPA
1255
Wealth Preservation Advisors
Tennessee
$2.75K
GWSA
1256
Global Wealth Strategies & Associates
Colorado
$2.54K
MAM
1257
Marquette Asset Management
Minnesota
$2.52K
APM
1258
Advanced Portfolio Management
New York
$2.52K
WTC
1259
WhitTier Trust Company
Nevada
$2.49K
AIC
1260
Archer Investment Corporation
Indiana
$2.39K
DI
1261
DAGCO Inc
Ohio
$2.29K
CWP
1262
Clark Wealth Partners
Illinois
$2.21K
EWM
1263
Evolution Wealth Management
Florida
$2.18K
PA
1264
Pineridge Advisors
Missouri
$2.13K
CAM
1265
Clarity Asset Management
Iowa
$2.06K
CA
1266
Centerpoint Advisors
Massachusetts
$2K
CCM
1267
Cloud Capital Management
Washington
$2K
CMA
1268
Cedar Mountain Advisors
Oregon
$1.95K
BHWM
1269
Bay Harbor Wealth Management
Maryland
$1.83K
Kayne Anderson Rudnick Investment Management
1270
Kayne Anderson Rudnick Investment Management
California
$1.83K
HWA
1271
Heartwood Wealth Advisors
Virginia
$1.83K
GFWA
1272
Grey Fox Wealth Advisors
Delaware
$1.83K
LCM
1273
Logan Capital Management
Pennsylvania
$1.78K
AP
1274
Aspect Partners
Virginia
$1.72K
WA
1275
WestEnd Advisors
North Carolina
$1.72K