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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
WBWA
1126
William B. Walkup & Associates
South Carolina
$45.6K
AIA
1127
Aventus Investment Advisors
Florida
$43.5K
WA
1128
WPG Advisers
Maryland
$43.4K
CAM
1129
Creekmur Asset Management
Illinois
$43.3K
PSB
1130
Piscataqua Savings Bank
New Hampshire
$43.3K
RA
1131
Rise Advisors
New York
$43.2K
VC
1132
Vestor Capital
Illinois
$43K
OP
1133
ORG Partners
Indiana
$42.3K
WT
1134
Whittier Trust
California
$40.7K
VWA
1135
Valued Wealth Advisors
Utah
$39.3K
CFFP
1136
Center for Financial Planning
Michigan
$38.2K
VNA
1137
Valley National Advisers
Pennsylvania
$38K
HIIFS
1138
Harel Insurance Investments & Financial Services
Israel
$38K
PFSC
1139
Peoples Financial Services Corp
Pennsylvania
$37.4K
VWWMG
1140
Vermillion & White Wealth Management Group
Pennsylvania
$35.8K
AG
1141
AmeriFlex Group
Nevada
$35.5K
C
1142
Covestor
United Kingdom
$34K
SCM
1143
Silvant Capital Management
Georgia
$33.2K
APW
1144
Atlantic Private Wealth
North Carolina
$33.1K
LAM
1145
LOM Asset Management
$33K
NECFA
1146
New England Capital Financial Advisors
Connecticut
$31.9K
WOC
1147
West Oak Capital
California
$31K
PMFA
1148
Plante Moran Financial Advisors
Michigan
$30.3K
PGAM
1149
Princeton Global Asset Management
New Jersey
$30.1K
OCM
1150
Osterweis Capital Management
California
$30K