We are live on ! Find out more
WEC icon

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
SIM
1076
Sentry Investment Management
Wisconsin
$94K -$9.21K -85 -9%
OC
1077
Oakworth Capital
Alabama
$92.7K
AIM
1078
Arcadia Investment Management
Michigan
$91.7K
CWP
1079
Concord Wealth Partners
Virginia
$89.5K
VCM
1080
Versant Capital Management
Arizona
$88.6K +$1.73K +16 +2%
TC
1081
Trust Company
Kansas
$88K +$83.2K +768 New
IBOK
1082
Independence Bank of Kentucky
Kentucky
$86.6K
MCM
1083
Manchester Capital Management
Vermont
$84.3K -$650 -6 -0.8%
GKIM
1084
GW&K Investment Management
Massachusetts
$84K -$867 -8 -1%
RFP
1085
Root Financial Partners
California
$83.7K +$79.2K +731 New
GAM
1086
Guinness Asset Management
United Kingdom
$80.4K +$76.3K +704 New
SFCL
1087
Strengthening Families & Communities LLC
Massachusetts
$80.2K +$542 +5 +0.7%
TCM
1088
TruNorth Capital Management
Michigan
$79.1K
RF
1089
Robbins Farley
New Hampshire
$78.4K
JGCM
1090
Joseph Group Capital Management
Ohio
$77.5K +$73.3K +676 New
OAM
1091
Ostrum Asset Management
France
$75.6K -$2.38K -22 -3%
Loomis, Sayles & Company
1092
Loomis, Sayles & Company
Massachusetts
$75.4K -$18.2K -168 -20%
BOJHT
1093
Bank of Jackson Hole Trust
Wyoming
$72.4K
NS
1094
NBC Securities
Alabama
$72.2K -$10.9K -101 -14%
JWM
1095
JPL Wealth Management
Colorado
$72K +$68.1K +628 New
HCM
1096
Hollencrest Capital Management
California
$70.1K
FC
1097
Financial Consulate
Maryland
$70.1K +$66.3K +612 New
VT
1098
Volterra Technologies
New York
$70K -$62.5K -577 -49%
FWA
1099
Flagship Wealth Advisors
Massachusetts
$68.8K
TLA
1100
Tanglewood Legacy Advisors
Texas
$68.8K