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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
EWM
1051
Evermay Wealth Management
Virginia
$129K
DJSG
1052
D.J. St. Germain
Massachusetts
$127K
RWM
1053
RMG Wealth Management
Wisconsin
$124K
IFS
1054
Intelligent Financial Strategies
Minnesota
$121K
TFM
1055
TFC Financial Management
Massachusetts
$121K
TH
1056
TCTC Holdings
Texas
$117K
TFA
1057
Transamerica Financial Advisors
Florida
$116K
AT
1058
Avalon Trust
New Mexico
$114K
PB
1059
Pinnacle Bancorp
Nebraska
$113K
PWMG
1060
Prestige Wealth Management Group
New Jersey
$112K
GWSG
1061
GPS Wealth Strategies Group
Colorado
$112K
CH
1062
Cromwell Holdings
Wyoming
$108K
CAL
1063
Capital Advisors Ltd
Ohio
$105K
FPF
1064
First Pacific Financial
Washington
$103K
FWM
1065
FSA Wealth Management
Massachusetts
$103K
SIC
1066
SJS Investment Consulting
Ohio
$100K
CCA
1067
Catalyst Capital Advisors
New York
$99.6K
BCFD
1068
Boit C.F. David
$99.3K
CYG
1069
Clean Yield Group
Vermont
$99.3K
SIS
1070
Strategic Investment Solutions
Illinois
$98.8K
OL
1071
OneFund LLC
Florida
$98.5K
RF
1072
Rossby Financial
Florida
$97.3K
MSFP
1073
Mark Sheptoff Financial Planning
Connecticut
$96.3K
SIM
1074
Sentry Investment Management
Wisconsin
$94K
OC
1075
Oakworth Capital
Alabama
$92.7K