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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
MAM
676
Martingale Asset Management
Massachusetts
$593K
BTWM
677
Brass Tax Wealth Management
Ohio
$588K
PMG
678
ProVise Management Group
Florida
$588K
SAM
679
Shell Asset Management
Netherlands
$587K
HBT
680
Heartland Bank & Trust
Illinois
$586K
SI
681
Stephens Inc
Arkansas
$585K
TFGT
682
TS Financial Group (TSFG)
Illinois
$584K
CWA
683
Centennial Wealth Advisory
Michigan
$582K
SC
684
Syon Capital
California
$580K
RA
685
Ransom Advisory
Rhode Island
$579K
ACM
686
Advisors Capital Management
New Jersey
$579K
MFT
687
Moisand Fitzgerald Tamayo
Florida
$577K
DAS
688
Dynamic Advisor Solutions
Arizona
$571K
BPWM
689
Badgley Phelps Wealth Managers
Washington
$569K
BMWM
690
Brown Miller Wealth Management
Virginia
$568K
FA
691
Faithward Advisors
Pennsylvania
$567K
DZ Bank
692
DZ Bank
Germany
$562K
PWM
693
Partnership Wealth Management
Maryland
$561K
SW
694
Simplicity Wealth
New Jersey
$560K
FAN
695
Financial Advisors Network
California
$558K
MCM
696
Mill Capital Management
North Carolina
$553K
ACI
697
Alpha Cubed Investments
California
$552K
OC
698
Oarsman Capital
Wisconsin
$551K
SWM
699
Segment Wealth Management
Texas
$545K
FAP
700
Financial Advisory Partners
Florida
$543K