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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
DCA
851
DSG Capital Advisors
Minnesota
$324K
PMSA
852
Patrick M. Sweeney & Associates
Illinois
$324K
EWA
853
EverSource Wealth Advisors
Alabama
$323K
MWM
854
MBE Wealth Management
Wisconsin
$320K
HWMG
855
Hurlow Wealth Management Group
Indiana
$320K
QCG
856
Quadrant Capital Group
Ohio
$319K
LWM
857
Lodestone Wealth Management
Washington
$319K
FWA
858
FSM Wealth Advisors
Ohio
$318K
NPF
859
Norris Perne & French
Michigan
$318K
AIM
860
Alhambra Investment Management
Florida
$317K
CAAS
861
Capital Asset Advisory Services
Michigan
$317K
FCP
862
Fidelis Capital Partners
Florida
$317K
MPWS
863
McCarter Private Wealth Services
Massachusetts
$316K
JSA
864
Jacobson & Schmitt Advisors
Wisconsin
$315K
BCV
865
Banque Cantonale Vaudoise
Switzerland
$315K
AFP
866
Ausdal Financial Partners
Iowa
$315K
SP
867
Successful Portfolios
Florida
$315K
KBFS
868
Kohmann Bosshard Financial Services
Ohio
$315K
GT
869
Glenview Trust
Kentucky
$313K
CA
870
Commerzbank Aktiengesellschaft
Germany
$313K
FFA
871
First Foundation Advisors
California
$309K
II
872
Inspire Investing
Idaho
$308K
LOPW
873
Live Oak Private Wealth
North Carolina
$308K
CCA
874
Checchi Capital Advisers
California
$306K
IIC
875
Ironwood Investment Counsel
Arizona
$304K