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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
OM
526
OV Management
Minnesota
$1.12M
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
NG
528
Norden Group
Utah
$1.11M
WA
529
Wealth Architects
California
$1.11M
ASBI
530
American State Bank (Iowa)
Iowa
$1.1M
SNB
531
Security National Bank
Nebraska
$1.09M
BFG
532
Birch Financial Group
New Hampshire
$1.08M
XT
533
XTX Topco
Cayman Islands
$1.08M
WANY
534
Wealthspire Advisors (New York)
New York
$1.08M
BTC
535
Bank & Trust Company
Illinois
$1.06M
HI
536
Hendershot Investments
Virginia
$1.06M
VA
537
Valmark Advisers
Ohio
$1.05M
Group One Trading
538
Group One Trading
Illinois
$1.05M
DA
539
Drake & Associates
Wisconsin
$1.04M
CCM
540
Charter Capital Management
Wisconsin
$1.04M
WB
541
WesBanco Bank
West Virginia
$1.03M
MA
542
Montag & Associates
Georgia
$1.03M
BWP
543
Burling Wealth Partners
Illinois
$1.03M
MAS
544
Meeder Advisory Services
Ohio
$1.03M
FMWA
545
Forvis Mazars Wealth Advisors
Missouri
$1.01M
SMA
546
Sage Mountain Advisors
Georgia
$1.01M
VFA
547
Voya Financial Advisors
Connecticut
$1.01M
CIC
548
Carnegie Investment Counsel
Ohio
$1.01M
BBVA
549
Banco Bilbao Vizcaya Argentaria
Spain
$995K
MSA
550
MUFG Securities Americas
New York
$995K