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