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
CIM
976
Cambria Investment Management
California
$235K
PFA
977
Plotkin Financial Advisors
Maryland
$234K
EA
978
Everpar Advisors
Oklahoma
$233K
AC
979
Avestar Capital
New York
$232K
RFN
980
RDA Financial Network
Iowa
$232K
KL
981
KilterHowling LLC
Colorado
$231K
Fisher Asset Management
982
Fisher Asset Management
Washington
$231K
HFA
983
High Falls Advisors
New York
$230K
TF
984
Tompkins Financial
New York
$229K
EFS
985
Essex Financial Services
Connecticut
$229K
SWA
986
ShankerValleau Wealth Advisors
Illinois
$228K
AWE
987
Avidian Wealth Enterprises
Texas
$226K
SIA
988
Strategic Investment Advisors
Michigan
$224K
PIA
989
Perennial Investment Advisors
California
$224K
EIA
990
Edgemoor Investment Advisors
Maryland
$224K
IC
991
Inscription Capital
Texas
$223K
AA
992
Addison Advisors
Vermont
$222K
PCWA
993
Pacific Capital Wealth Advisors
California
$222K
DAC
994
Dividend Assets Capital
South Carolina
$222K
P
995
Pitcairn
Pennsylvania
$222K
OFS
996
OMC Financial Services
New York
$220K
CIA
997
Capital Investment Advisors
Georgia
$220K
WI
998
WrapManager Inc
California
$218K
DWM
999
Defined Wealth Management
Oregon
$218K
CCA
1000
Childress Capital Advisors
Texas
$217K