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