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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
HIMCH
401
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M -$40K -369 -2%
CT
402
Clearstead Trust
Maine
$2.15M +$1.63K +15 +0.1%
DW30
403
Drucker Wealth 3.0
New Jersey
$2.13M -$262K -2,414 -11%
PFA
404
Pathway Financial Advisers
Indiana
$2.1M +$25.6K +236 +1%
CT
405
Caldwell Trust
Florida
$2.09M +$76K +701 +4%
SOAMC
406
Spirit of America Management Corp
New York
$2.06M +$32.5K +300 +2%
NWMG
407
Nicholson Wealth Management Group
South Carolina
$2.01M +$16.8K +155 +0.9%
NP
408
NorthRock Partners
Minnesota
$2M +$556K +5,125 +42%
BTI
409
Blue Trust Inc
Georgia
$2M +$65.8K +607 +4%
LA
410
LVW Advisors
New York
$2M +$19.4K +179 +1%
Nordea Investment Management
411
Nordea Investment Management
Sweden
$2M +$265K +2,447 +16%
Simplex Trading
412
Simplex Trading
Illinois
$2M +$1.83M +16,866 +3,083%
RB
413
Rodgers Brothers
Pennsylvania
$1.99M
GIBU
414
Gulf International Bank (UK)
United Kingdom
$1.97M +$111K +1,025 +6%
BHPW
415
Beverly Hills Private Wealth
California
$1.96M -$47.8K -441 -3%
FHWM
416
Fox Hill Wealth Management
Massachusetts
$1.95M +$65.3K +602 +4%
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$1.94M +$10.8K +100 +0.6%
BPA
418
Beacon Pointe Advisors
California
$1.93M +$386K +3,560 +27%
PA
419
Profund Advisors
Maryland
$1.93M +$84.9K +783 +5%
Royal London Asset Management
420
Royal London Asset Management
United Kingdom
$1.92M
EI
421
Ethic Inc
New York
$1.9M +$121K +1,118 +7%
DIA
422
Dana Investment Advisors
Wisconsin
$1.9M -$37.7K -348 -2%
GVAG
423
Great Valley Advisor Group
Delaware
$1.9M +$182K +1,680 +11%
LCM
424
Legato Capital Management
California
$1.89M
MSRPS
425
Maryland State Retirement & Pension System
Maryland
$1.86M +$78.8K +727 +5%