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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
CAM
1176
Costello Asset Management
Pennsylvania
$17.7K
SS
1177
SBI Securities
Japan
$17.4K
SC
1178
SouthState Corp
Florida
$17.2K
KFP
1179
Kerr Financial Planning
California
$16.2K
FFO
1180
Fortitude Family Office
Arizona
$15.6K
MCA
1181
Midwest Capital Advisors
Michigan
$15.6K
MAM
1182
Meeder Asset Management
Ohio
$15.5K
PP
1183
PFS Partners
New Jersey
$14.8K
RL
1184
Rogco LP
Oklahoma
$14.4K
Lazard Asset Management
1185
Lazard Asset Management
New York
$14K
CFS
1186
CGC Financial Services
Oregon
$13.8K
RDFA
1187
Ritter Daniher Financial Advisory
Ohio
$13.6K
KB
1188
Kimelman & Baird
New York
$13.3K
FMP
1189
Financial Management Professionals
Texas
$13.2K
CPG
1190
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
1191
Halbert Hargrove Global Advisors
California
$12.9K
DFA
1192
DHJJ Financial Advisors
Illinois
$12.8K
WAG
1193
Wiser Advisor Group
Arizona
$12.7K
S
1194
Sachetta
Massachusetts
$12.5K
SWP
1195
Strategic Wealth Partners
Ohio
$12.5K
MFG
1196
Mendota Financial Group
Wisconsin
$12K
KFI
1197
Key Financial Inc
Pennsylvania
$12K
FRA
1198
Front Row Advisors
California
$11.7K
HWM
1199
HighMark Wealth Management
Minnesota
$11.5K
CCM
1200
Chilton Capital Management
Texas
$11.5K