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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
OW
1351
Olistico Wealth
Oklahoma
-$38.8K -372 Closed
PFPT
1352
Pinnacle Financial Partners (Tennessee)
Tennessee
-$34.2K -328 Closed
KIM
1353
Kestra Investment Management
Texas
-$34.3K -315 Closed
NC
1354
NewSquare Capital
Pennsylvania
-$31.8K -305 Closed
OWA
1355
Opal Wealth Advisors
New York
-$25K -240 Closed
BFP
1356
Briaud Financial Planning
Texas
-$19K -184 Closed
QPBE
1357
Quintet Private Bank (Europe)
Luxembourg
-$14.6K -140 Closed
RI
1358
Ridgewood Investments
New Jersey
-$13.3K -128 Closed
PP
1359
Pacifica Partners
Canada
-$12.1K -117 Closed
SN
1360
Sittner & Nelson
Oregon
-$11.1K -107 Closed
PSFG
1361
Park Square Financial Group
Georgia
-$10.3K -99 Closed
TPWA
1362
Twin Peaks Wealth Advisors
California
-$10.8K -99 Closed
TIM
1363
Total Investment Management
Arizona
-$8.51K -82 Closed
SO
1364
Sierra Ocean
California
-$8.45K -81 Closed
BA
1365
Bellwether Advisors
Nebraska
-$8.23K -79 Closed
MAWAG
1366
Mid-American Wealth Advisory Group
Missouri
-$6.46K -62 Closed
GC
1367
GFG Capital
Florida
-$6.25K -60 Closed
SVCP
1368
Silicon Valley Capital Partners
California
-$5.73K -55 Closed
WA
1369
Whipplewood Advisors
Colorado
-$5.63K -54 Closed
AEPWM
1370
Atlantic Edge Private Wealth Management
Florida
-$4.69K -45 Closed
WTFG
1371
Wood Tarver Financial Group
Idaho
-$4K -45 Closed
WCM
1372
WealthTrak Capital Management
Virginia
-$3.13K -30 Closed
MTIC
1373
Missouri Trust & Investment Company
Missouri
-$2.71K -26 Closed
YP
1374
YANKCOM Partnership
South Dakota
-$1.25K -12 Closed