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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
FAP
701
Financial Advisory Partners
Florida
$543K
PA
702
Parallel Advisors
California
$543K
SMC
703
Smith, Moore & Co
Missouri
$542K
AWA
704
Aaron Wealth Advisors
Illinois
$541K
VCM
705
Voleon Capital Management
California
$539K
SCM
706
SKBA Capital Management
California
$536K
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$535K
AWM
708
Axxcess Wealth Management
California
$528K
RAM
709
Redmond Asset Management
Virginia
$527K
MSAM
710
Moloney Securities Asset Management
Missouri
$526K
HFM
711
Hartford Funds Management
Pennsylvania
$525K
HTC
712
Haverford Trust Company
Pennsylvania
$524K
MGIA
713
Moneta Group Investment Advisors
Missouri
$524K
CTA
714
Chesley Taft & Associates
Illinois
$523K
AMG
715
Advisors Management Group
Wisconsin
$519K
MCM
716
Monument Capital Management
Virginia
$519K
FTWA
717
Fifth Third Wealth Advisors
Ohio
$518K
HI
718
Hudock Inc
Pennsylvania
$517K
LIA
719
LS Investment Advisors
Michigan
$514K
MCM
720
McDonough Capital Management
Florida
$513K
MIM
721
Marshall Investment Management
Colorado
$505K
CTA
722
Colonial Trust Advisors
South Carolina
$501K
BBW
723
Blue Barn Wealth
Utah
$496K
GWMR
724
GC Wealth Management RIA
Massachusetts
$496K
CA
725
Crewe Advisors
Utah
$495K