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WEC Energy

1,296 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, 543 increasing their positions, 371 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 77

46% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 371

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 1,2591,296 (+37)

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
1,296
Holders Change
+37
Holders Change %
+2.94%
% of All Funds
17.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
134
Increased
543
Reduced
371
Closed
77
Calls
$109M
Puts
$197M
Net Calls
-$88.2M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
851
Summit Asset Management
Tennessee
$325K -$54.2K -500 -15%
KA
852
Kovack Advisors
Florida
$324K +$4.23K +39 +1%
DCA
853
DSG Capital Advisors
Minnesota
$324K
PMSA
854
Patrick M. Sweeney & Associates
Illinois
$324K +$13.1K +121 +4%
EWA
855
EverSource Wealth Advisors
Alabama
$323K +$55.9K +516 +22%
MWM
856
MBE Wealth Management
Wisconsin
$320K +$10.3K +95 +4%
HWMG
857
Hurlow Wealth Management Group
Indiana
$320K
QCG
858
Quadrant Capital Group
Ohio
$319K +$4.12K +38 +1%
LWM
859
Lodestone Wealth Management
Washington
$319K +$2.93K +27 +1%
FWA
860
FSM Wealth Advisors
Ohio
$318K +$19.4K +179 +7%
NPF
861
Norris Perne & French
Michigan
$318K +$24.8K +229 +9%
AIM
862
Alhambra Investment Management
Florida
$317K -$92.1K -850 -23%
CAAS
863
Capital Asset Advisory Services
Michigan
$317K +$108 +1 +0%
FCP
864
Fidelis Capital Partners
Florida
$317K +$1.73K +16 +0.6%
MPWS
865
McCarter Private Wealth Services
Massachusetts
$316K
JSA
866
Jacobson & Schmitt Advisors
Wisconsin
$315K +$298K +2,752 New
BCV
867
Banque Cantonale Vaudoise
Switzerland
$315K -$113K -1,047 -28%
AFP
868
Ausdal Financial Partners
Iowa
$315K +$298K +2,747 New
SP
869
Successful Portfolios
Florida
$315K -$25.8K -238 -8%
KBFS
870
Kohmann Bosshard Financial Services
Ohio
$315K
GT
871
Glenview Trust
Kentucky
$313K +$30.6K +282 +11%
CA
872
Commerzbank Aktiengesellschaft
Germany
$313K
FFA
873
First Foundation Advisors
California
$309K -$434 -4 -0.1%
II
874
Inspire Investing
Idaho
$308K -$3.14K -29 -1%
LOPW
875
Live Oak Private Wealth
North Carolina
$308K