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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
LI
751
LVZ Inc
Michigan
$441K
FGA
752
Fortis Group Advisors
New Jersey
$436K
AP
753
Appleton Partners
Massachusetts
$436K
ST
754
Smithfield Trust
Pennsylvania
$435K
BOPW
755
Brandywine Oak Private Wealth
Pennsylvania
$434K
HDIM
756
Hanson & Doremus Investment Management
Vermont
$432K
PWM
757
Perigon Wealth Management
California
$432K
WPC
758
Wedmont Private Capital
Pennsylvania
$430K
AWA
759
Arete Wealth Advisors
Illinois
$428K
CFG
760
Certior Financial Group
Pennsylvania
$428K
GSEP
761
Golden State Equity Partners
California
$427K
ZIC
762
ZWJ Investment Counsel
Georgia
$426K
IWS
763
Insight Wealth Strategies
California
$426K
TI
764
Tidal Investments
Wisconsin
$425K
LI
765
LifeWealth Investments
Florida
$423K
MPM
766
Meritage Portfolio Management
Kansas
$422K
DSC
767
Duncker Streett & Co
Missouri
$420K
WA
768
WealthTrust Axiom
Pennsylvania
$420K
AF
769
Advisornet Financial
Minnesota
$419K
UB
770
UMB Bank
Missouri
$418K
MP
771
Moment Partners
California
$418K
TCWA
772
Turtle Creek Wealth Advisors
Texas
$416K
CAI
773
Capital Advisors Inc
Oklahoma
$416K
BBA
774
Baader Bank Aktiengesellschaft
Germany
$416K
FRA
775
Frank Rimerman Advisors
California
$415K