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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
LC
1126
Lavaca Capital
Texas
$45.8K
MCA
1127
Maryland Capital Advisors
Maryland
$45.6K
WBWA
1128
William B. Walkup & Associates
South Carolina
$45.6K
AIA
1129
Aventus Investment Advisors
Florida
$43.5K
WA
1130
WPG Advisers
Maryland
$43.4K +$108 +1 +0.3%
CAM
1131
Creekmur Asset Management
Illinois
$43.3K
PSB
1132
Piscataqua Savings Bank
New Hampshire
$43.3K
RA
1133
Rise Advisors
New York
$43.2K +$542 +5 +1%
VC
1134
Vestor Capital
Illinois
$43K +$40.3K +372 New
OP
1135
ORG Partners
Indiana
$42.3K +$4.44K +41 +13%
WT
1136
Whittier Trust
California
$40.7K
VWA
1137
Valued Wealth Advisors
Utah
$39.3K
CFFP
1138
Center for Financial Planning
Michigan
$38.2K
MWA
1139
Medallion Wealth Advisors
Connecticut
$38K
VNA
1140
Valley National Advisers
Pennsylvania
$38K
HIIFS
1141
Harel Insurance Investments & Financial Services
Israel
$38K +$36.3K +335 New
PFSC
1142
Peoples Financial Services Corp
Pennsylvania
$37.4K
VWWMG
1143
Vermillion & White Wealth Management Group
Pennsylvania
$35.8K +$33.8K +312 New
AG
1144
AmeriFlex Group
Nevada
$35.5K -$68.4K -631 -67%
C
1145
Covestor
United Kingdom
$34K +$5.64K +52 +21%
SCM
1146
Silvant Capital Management
Georgia
$33.2K
APW
1147
Atlantic Private Wealth
North Carolina
$33.1K +$217 +2 +0.7%
LAM
1148
LOM Asset Management
$33K +$2.17K +20 +8%
NECFA
1149
New England Capital Financial Advisors
Connecticut
$31.9K +$108 +1 +0.4%
WOC
1150
West Oak Capital
California
$31K -$52K -480 -2%