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WEC Energy

1,296 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, 543 increasing their positions, 371 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 77

46% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 371

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 1,2591,296 (+37)

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
1,296
Holders Change
+37
Holders Change %
+2.94%
% of All Funds
17.01%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
134
Increased
543
Reduced
371
Closed
77
Calls
$109M
Puts
$197M
Net Calls
-$88.2M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1201
Front Row Advisors
California
$11.7K
CCM
1202
Chilton Capital Management
Texas
$11.5K
HWM
1203
HighMark Wealth Management
Minnesota
$11.5K
PWA
1204
Physician Wealth Advisors
Utah
$11.2K +$8.78K +81 +476%
JWA
1205
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1206
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1207
Millstone Evans Group
Colorado
$10.9K +$3.04K +28 +42%
SHIM
1208
Stone House Investment Management
Pennsylvania
$10.3K
MG
1209
MilWealth Group
Wisconsin
$10.2K
TWD
1210
True Wealth Design
Ohio
$10.2K +$4.55K +42 +89%
AWM
1211
Activest Wealth Management
Florida
$10.1K +$542 +5 +6%
LFASL
1212
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1213
Solstein Capital
California
$9.4K
RWPA
1214
Richard W. Paul & Associates
Michigan
$9.28K +$108 +1 +1%
MMCM
1215
Murphy & Mullick Capital Management
New York
$9.06K
DF
1216
Dunhill Financial
United Kingdom
$8.95K -$6.29K -58 -43%
HIA
1217
Harbor Investment Advisory
Maryland
$8.94K -$108 -1 -1%
MSWA
1218
Marshall & Sterling Wealth Advisors
New York
$8.48K
GSWM
1219
Golden State Wealth Management
California
$8.14K
HB
1220
Horizon Bancorp
Indiana
$8K
HHMI
1221
Howard Hughes Medical Institute
Maryland
$7.91K +$108 +1 +1%
LI
1222
LRI Investments
Florida
$7.68K
DWM
1223
Darwin Wealth Management
Florida
$7.33K
ACM
1224
Accent Capital Management
Ohio
$7.22K +$6.83K +63 New
LWMI
1225
Legacy Wealth Management (Idaho)
Idaho
$7.11K