WEC icon

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
BC
751
Bruce & Co
Illinois
$452K
LI
752
LVZ Inc
Michigan
$441K
FGA
753
Fortis Group Advisors
New Jersey
$436K
AP
754
Appleton Partners
Massachusetts
$436K
ST
755
Smithfield Trust
Pennsylvania
$435K
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$434K
HDIM
757
Hanson & Doremus Investment Management
Vermont
$432K
PWM
758
Perigon Wealth Management
California
$432K
WPC
759
Wedmont Private Capital
Pennsylvania
$430K
AWA
760
Arete Wealth Advisors
Illinois
$428K
CFG
761
Certior Financial Group
Pennsylvania
$428K
GSEP
762
Golden State Equity Partners
California
$427K
ZIC
763
ZWJ Investment Counsel
Georgia
$426K
IWS
764
Insight Wealth Strategies
California
$426K
TI
765
Tidal Investments
Wisconsin
$425K
LI
766
LifeWealth Investments
Florida
$423K
MPM
767
Meritage Portfolio Management
Kansas
$422K
DSC
768
Duncker Streett & Co
Missouri
$420K
WA
769
WealthTrust Axiom
Pennsylvania
$420K
AF
770
Advisornet Financial
Minnesota
$419K
UB
771
UMB Bank
Missouri
$418K
MP
772
Moment Partners
California
$418K
TCWA
773
Turtle Creek Wealth Advisors
Texas
$416K
CAI
774
Capital Advisors Inc
Oklahoma
$416K
BBA
775
Baader Bank Aktiengesellschaft
Germany
$416K