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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
CM
276
Caption Management
Oklahoma
$4.7M +$651K +6,003 +17%
NAM
277
Nissay Asset Management
Japan
$4.69M +$59.3K +547 +1%
ACM
278
Alta Capital Management
Utah
$4.65M +$298K +2,752 +7%
FIA
279
Foundations Investment Advisors
Arizona
$4.64M -$87.1K -804 -2%
UIM
280
USS Investment Management
United Kingdom
$4.6M
NC
281
Nicholas Company
Wisconsin
$4.56M
ABC
282
Associated Banc-Corp
Wisconsin
$4.51M +$1.66M +15,342 +64%
UCMOK
283
United Capital Management of KS
Kansas
$4.49M +$207K +1,912 +5%
MMA
284
Mizuho Markets Americas
New York
$4.47M
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$4.45M -$454K -4,186 -10%
SLAM
286
Swiss Life Asset Management
$4.4M +$69.2K +638 +2%
SPIA
287
Steward Partners Investment Advisory
New York
$4.33M +$153K +1,416 +4%
NIM
288
NEOS Investment Management
Connecticut
$4.32M +$1.33M +12,299 +48%
AWAU
289
Alliance Wealth Advisors (Utah)
Utah
$4.22M -$103K -952 -3%
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$4.21M +$996K +9,186 +33%
CI Investments Inc
291
CI Investments Inc
Ontario, Canada
$4.2M -$388K -3,581 -9%
BAMF
292
BI Asset Management Fondsmaeglerselskab
Denmark
$4.2M +$2.55M +23,500 +179%
KAS
293
Kestra Advisory Services
Texas
$4.14M +$503K +4,642 +15%
ST
294
Somerset Trust
Pennsylvania
$4.14M +$30.5K +281 +0.8%
EP
295
Edgestream Partners
New Jersey
$4.13M +$3.91M +36,033 New
SG Americas Securities
296
SG Americas Securities
New York
$4.12M -$2.83M -26,111 -42%
TPCW
297
TD Private Client Wealth
New York
$4.1M +$593K +5,472 +18%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$4.07M -$595K -5,487 -13%
KPWS
299
Kestra Private Wealth Services
Texas
$4.05M +$46.6K +430 +1%
MOACM
300
Mutual of America Capital Management
New York
$4M -$185K -1,710 -5%