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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
CCC
551
Chelsea Counsel Company
California
$994K
WAM
552
WNY Asset Management
New York
$990K +$434 +4 +0%
EH
553
Equitable Holdings
New York
$986K +$187K +1,725 +25%
ETC
554
Exchange Traded Concepts
Oklahoma
$979K -$257K -2,368 -22%
WBC
555
Westpac Banking Corp
Australia
$976K -$131K -1,205 -12%
FW
556
FullCircle Wealth
Texas
$975K -$9.97K -92 -1%
VFPW
557
Vantage Financial Partners (Wisconsin)
Wisconsin
$973K +$5.42K +50 +0.6%
Kovitz Investment Group Partners
558
Kovitz Investment Group Partners
Illinois
$968K +$102K +937 +12%
KRSITF
559
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$963K -$21.2K -196 -2%
PHIMC
560
Private Harbour Investment Management & Counsel
Ohio
$962K -$46.1K -425 -5%
RBC
561
Romano Brothers & Co
Illinois
$940K
SC
562
Searle & Co
Connecticut
$940K
OWP
563
Obermeyer Wealth Partners
Colorado
$936K +$7.04K +65 +0.8%
PI
564
PFG Investments
New York
$936K +$1.84K +17 +0.2%
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$934K +$21.6K +199 +3%
SFI
566
Susquehanna Fundamental Investments
Pennsylvania
$915K -$372K -3,428 -30%
SCA
567
Snowden Capital Advisors
New York
$914K +$101K +928 +13%
AA
568
ALPS Advisors
Colorado
$913K +$41.6K +384 +5%
IF
569
Intrua Financial
Texas
$912K -$36K -332 -4%
AAP
570
Aristotle Atlantic Partners
Florida
$910K
AAP
571
Arax Advisory Partners
Colorado
$907K +$538K +4,961 +168%
SVWAG
572
Sound View Wealth Advisors Group
Georgia
$904K -$42.6K -393 -5%
SSA
573
Sierra Summit Advisors
Nevada
$893K +$14.1K +130 +2%
MCA
574
MSH Capital Advisors
Arizona
$892K
OIA
575
OneDigital Investment Advisors
Kansas
$892K -$6.18K -57 -0.7%