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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
EWM
301
Empirical Wealth Management
Washington
$4M -$67.1K -619 -2%
BIM
302
Brentview Investment Management
Illinois
$3.97M +$130K +1,201 +4%
CCFCSB
303
Cape Cod Five Cents Savings Bank
Massachusetts
$3.96M
FAB
304
First American Bank
Illinois
$3.96M +$21.5K +198 +0.6%
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$3.96M -$65.3K -602 -2%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$3.95M -$150K -1,385 -4%
HWAM
307
Hennion & Walsh Asset Management
New Jersey
$3.94M +$19.4K +179 +0.5%
DS
308
DRW Securities
Illinois
$3.94M +$3.73M +34,382 New
UM
309
UniSuper Management
Australia
$3.89M +$452K +4,166 +14%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$3.88M -$45K -415 -1%
CG
311
Castellan Group
Kentucky
$3.85M +$122K +1,122 +3%
MGP
312
Metis Global Partners
California
$3.84M +$523K +4,825 +17%
GIM
313
Glenmede Investment Management
Pennsylvania
$3.84M -$481K -4,434 -12%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$3.83M +$183K +1,684 +5%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$3.82M +$664K +6,127 +23%
BAM
316
Belpointe Asset Management
Nevada
$3.82M +$164K +1,513 +5%
KBC Group
317
KBC Group
Belgium
$3.78M
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$3.71M +$162K +1,492 +5%
JAG
319
Journey Advisory Group
Kentucky
$3.7M +$216K +1,996 +7%
EAM
320
Eventide Asset Management
Massachusetts
$3.63M +$264K +2,436 +8%
LCAM
321
London & Capital Asset Management
United Kingdom
$3.61M +$1.11M +10,231 +48%
LIM
322
Leavell Investment Management
Alabama
$3.56M
CCC
323
Cincinnati Casualty Company
Ohio
$3.55M
AS
324
Aware Super
Australia
$3.47M -$28.5M -262,996 -90%
ZBNA
325
Zions Bancorporation, National Association
Utah
$3.46M -$524K -4,832 -14%