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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
SS
1176
SBI Securities
Japan
$17.4K
SC
1177
SouthState Corp
Florida
$17.2K
KFP
1178
Kerr Financial Planning
California
$16.2K
FFO
1179
Fortitude Family Office
Arizona
$15.6K
MCA
1180
Midwest Capital Advisors
Michigan
$15.6K
MAM
1181
Meeder Asset Management
Ohio
$15.5K
PP
1182
PFS Partners
New Jersey
$14.8K
RL
1183
Rogco LP
Oklahoma
$14.4K
Lazard Asset Management
1184
Lazard Asset Management
New York
$14K
CFS
1185
CGC Financial Services
Oregon
$13.8K
RDFA
1186
Ritter Daniher Financial Advisory
Ohio
$13.6K
KB
1187
Kimelman & Baird
New York
$13.3K
FMP
1188
Financial Management Professionals
Texas
$13.2K
CPG
1189
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
1190
Halbert Hargrove Global Advisors
California
$12.9K
DFA
1191
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1192
Wiser Advisor Group
Arizona
$12.7K
S
1193
Sachetta
Massachusetts
$12.5K
SWP
1194
Strategic Wealth Partners
Ohio
$12.5K
MFG
1195
Mendota Financial Group
Wisconsin
$12K
KFI
1196
Key Financial Inc
Pennsylvania
$12K
FRA
1197
Front Row Advisors
California
$11.7K
CCM
1198
Chilton Capital Management
Texas
$11.5K
HWM
1199
HighMark Wealth Management
Minnesota
$11.5K
PWA
1200
Physician Wealth Advisors
Utah
$11.2K