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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
JWA
1201
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1202
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1203
Millstone Evans Group
Colorado
$10.9K
SHIM
1204
Stone House Investment Management
Pennsylvania
$10.3K
MG
1205
MilWealth Group
Wisconsin
$10.2K
TWD
1206
True Wealth Design
Ohio
$10.2K
AWM
1207
Activest Wealth Management
Florida
$10.1K
LFASL
1208
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1209
Solstein Capital
California
$9.4K
RWPA
1210
Richard W. Paul & Associates
Michigan
$9.28K
MMCM
1211
Murphy & Mullick Capital Management
New York
$9.06K
DF
1212
Dunhill Financial
United Kingdom
$8.95K
HIA
1213
Harbor Investment Advisory
Maryland
$8.94K
MSWA
1214
Marshall & Sterling Wealth Advisors
New York
$8.48K
GSWM
1215
Golden State Wealth Management
California
$8.14K
HB
1216
Horizon Bancorp
Indiana
$8K
HHMI
1217
Howard Hughes Medical Institute
Maryland
$7.91K
LI
1218
LRI Investments
Florida
$7.68K
DWM
1219
Darwin Wealth Management
Florida
$7.33K
ACM
1220
Accent Capital Management
Ohio
$7.22K
LWMI
1221
Legacy Wealth Management (Idaho)
Idaho
$7.11K
DWM
1222
Dogwood Wealth Management
Kansas
$7.11K
RFA
1223
Reyes Financial Architecture
California
$6.99K
STB
1224
S&T Bank
Pennsylvania
$6.88K
1IA
1225
1620 Investment Advisors
Massachusetts
$6.76K