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