WEC icon

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
PWA
1201
Physician Wealth Advisors
Utah
$11.2K
JWA
1202
JFS Wealth Advisors
Pennsylvania
$11.1K
HBW
1203
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1204
Millstone Evans Group
Colorado
$10.9K
SHIM
1205
Stone House Investment Management
Pennsylvania
$10.3K
MG
1206
MilWealth Group
Wisconsin
$10.2K
TWD
1207
True Wealth Design
Ohio
$10.2K
AWM
1208
Activest Wealth Management
Florida
$10.1K
LFASL
1209
Lugano Financial Advisors SA (LFA)
Switzerland
$9.74K
SC
1210
Solstein Capital
California
$9.4K
RWPA
1211
Richard W. Paul & Associates
Michigan
$9.28K
MMCM
1212
Murphy & Mullick Capital Management
New York
$9.06K
DF
1213
Dunhill Financial
United Kingdom
$8.95K
HIA
1214
Harbor Investment Advisory
Maryland
$8.94K
MSWA
1215
Marshall & Sterling Wealth Advisors
New York
$8.48K
GSWM
1216
Golden State Wealth Management
California
$8.14K
HB
1217
Horizon Bancorp
Indiana
$8K
HHMI
1218
Howard Hughes Medical Institute
Maryland
$7.91K
LI
1219
LRI Investments
Florida
$7.68K
DWM
1220
Darwin Wealth Management
Florida
$7.33K
ACM
1221
Accent Capital Management
Ohio
$7.22K
LWMI
1222
Legacy Wealth Management (Idaho)
Idaho
$7.11K
DWM
1223
Dogwood Wealth Management
Kansas
$7.11K
RFA
1224
Reyes Financial Architecture
California
$6.99K
STB
1225
S&T Bank
Pennsylvania
$6.88K