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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
HIS
1326
Horizon Investment Services
Indiana
-$395K -3,791 Closed
ALAM
1327
Asahi Life Asset Management
Japan
-$389K -3,730 Closed
CE
1328
Cornerstone Enterprises
Wisconsin
-$377K -3,619 Closed
W
1329
Wealthquest
Ohio
-$356K -3,420 Closed
PA
1330
Prossimo Advisors
California
-$343K -3,294 Closed
FAIM
1331
Financial Advocates Investment Management
Washington
-$308K -2,956 Closed
FIM
1332
Freedom Investment Management
Connecticut
-$302K -2,896 Closed
SLG
1333
Stanley-Laman Group
Pennsylvania
-$285K -2,735 Closed
HWP
1334
Hibernia Wealth Partners
Louisiana
-$278K -2,672 Closed
BCM
1335
Brown Capital Management
Maryland
-$269K -2,582 Closed
UFF
1336
USA Financial Formulas
Michigan
-$268K -2,569 Closed
FWTB
1337
First Western Trust Bank
Colorado
-$259K -2,490 Closed
MPM
1338
MBB Public Markets
Illinois
-$253K -2,432 Closed
IC
1339
Iconiq Capital
California
-$249K -2,389 Closed
OFS
1340
OneAscent Financial Services
Alabama
-$247K -2,369 Closed
TTWM
1341
TCV Trust & Wealth Management
Virginia
-$218K -2,095 Closed
PIN
1342
Prudent Investors Network
California
-$213K -2,040 Closed
MM
1343
MQS Management
New York
-$212K -2,033 Closed
PA
1344
PFG Advisors
Arizona
-$203K -1,952 Closed
PL
1345
Perpetual Ltd
Australia
-$202K -1,943 Closed
CWM
1346
CarsonAllaria Wealth Management
Illinois
-$180K -1,726 Closed
VEA
1347
Virtus ETF Advisers
New York
-$90.7K -870 Closed
OAM
1348
OP Asset Management
-$79.2K -760 Closed
BCMLT
1349
Beacon Capital Management LLC (Tennessee)
Tennessee
-$62.8K -603 Closed
SC
1350
Stephens Consulting
Michigan
-$57.6K -553 Closed