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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
FMLI
976
Fukoku Mutual Life Insurance
Japan
$235K -$54.1K -499 -20%
CIM
977
Cambria Investment Management
California
$235K +$222K +2,051 New
PFA
978
Plotkin Financial Advisors
Maryland
$234K
EA
979
Everpar Advisors
Oklahoma
$233K +$220K +2,030 New
AC
980
Avestar Capital
New York
$232K +$220K +2,028 New
RFN
981
RDA Financial Network
Iowa
$232K -$28.4K -262 -11%
KL
982
KilterHowling LLC
Colorado
$231K +$1.84K +17 +0.8%
Fisher Asset Management
983
Fisher Asset Management
Washington
$231K +$219K +2,016 New
HFA
984
High Falls Advisors
New York
$230K +$1.3K +12 +0.6%
TF
985
Tompkins Financial
New York
$229K
EFS
986
Essex Financial Services
Connecticut
$229K -$39.7K -366 -15%
SWA
987
ShankerValleau Wealth Advisors
Illinois
$228K
AWE
988
Avidian Wealth Enterprises
Texas
$226K +$650 +6 +0.3%
SIA
989
Strategic Investment Advisors
Michigan
$224K -$99K -913 -32%
PIA
990
Perennial Investment Advisors
California
$224K +$212K +1,955 New
EIA
991
Edgemoor Investment Advisors
Maryland
$224K
IC
992
Inscription Capital
Texas
$223K +$211K +1,945 New
AA
993
Addison Advisors
Vermont
$222K -$5.2K -48 -2%
PCWA
994
Pacific Capital Wealth Advisors
California
$222K +$210K +1,940 New
DAC
995
Dividend Assets Capital
South Carolina
$222K -$1.95K -18 -0.9%
P
996
Pitcairn
Pennsylvania
$222K -$79K -729 -27%
OFS
997
OMC Financial Services
New York
$220K +$208K +1,922 New
CIA
998
Capital Investment Advisors
Georgia
$220K +$208K +1,921 New
WI
999
WrapManager Inc
California
$218K -$32.2K -297 -13%
DWM
1000
Defined Wealth Management
Oregon
$218K +$206K +1,905 New