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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
OC
1076
Oakworth Capital
Alabama
$92.7K
AIM
1077
Arcadia Investment Management
Michigan
$91.7K
CWP
1078
Concord Wealth Partners
Virginia
$89.5K
VCM
1079
Versant Capital Management
Arizona
$88.6K
TC
1080
Trust Company
Kansas
$88K
IBOK
1081
Independence Bank of Kentucky
Kentucky
$86.6K
MCM
1082
Manchester Capital Management
Vermont
$84.3K
GKIM
1083
GW&K Investment Management
Massachusetts
$84K
RFP
1084
Root Financial Partners
California
$83.7K
GAM
1085
Guinness Asset Management
United Kingdom
$80.4K
SFCL
1086
Strengthening Families & Communities LLC
Massachusetts
$80.2K
TCM
1087
TruNorth Capital Management
Michigan
$79.1K
RF
1088
Robbins Farley
New Hampshire
$78.4K
JGCM
1089
Joseph Group Capital Management
Ohio
$77.5K
OAM
1090
Ostrum Asset Management
France
$75.6K
Loomis, Sayles & Company
1091
Loomis, Sayles & Company
Massachusetts
$75.4K
BOJHT
1092
Bank of Jackson Hole Trust
Wyoming
$72.4K
NS
1093
NBC Securities
Alabama
$72.2K
JWM
1094
JPL Wealth Management
Colorado
$72K
HCM
1095
Hollencrest Capital Management
California
$70.1K
FC
1096
Financial Consulate
Maryland
$70.1K
VT
1097
Volterra Technologies
New York
$70K
FWA
1098
Flagship Wealth Advisors
Massachusetts
$68.8K
TLA
1099
Tanglewood Legacy Advisors
Texas
$68.8K
FHC
1100
First Horizon Corporation
Tennessee
$67.4K