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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
LCM
1276
Logan Capital Management
Pennsylvania
$1.78K +$108 +1 +7%
AP
1277
Aspect Partners
Virginia
$1.72K
EFMH
1278
E Fund Management (HK)
Hong Kong
$1.72K +$1.63K +15 New
WA
1279
WestEnd Advisors
North Carolina
$1.72K +$1.63K +15 New
RWM
1280
Rialto Wealth Management
New York
$1.6K -$650 -6 -30%
PWA
1281
Principia Wealth Advisory
Texas
$1.6K +$434 +4 +40%
GA
1282
Guerra Advisors
Florida
$1.15K +$1.08K +10 New
ACA
1283
American Capital Advisory
Idaho
$1.03K +$325 +3 +50%
BFS
1284
Bare Financial Services
Pennsylvania
$1.03K
TIM
1285
Tortoise Investment Management
New York
$1.03K +$650 +6 +200%
SC
1286
Swan Capital
Florida
$1.03K +$976 +9 New
CVM
1287
Cheviot Value Management
California
$922
WW
1288
Winnow Wealth
Texas
$920 +$867 +8 New
HIA
1289
HFM Investment Advisors
New Jersey
$802
NL
1290
NVWM LLC
Pennsylvania
$573
Q1WB
1291
Quest 10 Wealth Builders
Virginia
$573
SOW
1292
State of Wyoming
Wyoming
$458 -$191K -1,758 -100%
DCM
1293
Davis Capital Management
Florida
$458 +$434 +4 New
IAS
1294
IMA Advisory Services
Colorado
$344
QWM
1295
Quaker Wealth Management
New Jersey
$344
EWP
1296
Elevation Wealth Partners
California
$344 +$325 +3 New
SRCM
1297
Signature Resources Capital Management
California
$229
Point72 Asset Management
1298
Point72 Asset Management
Connecticut
-$109M -1,047,964 Closed
LA
1299
Linden Advisors
New York
-$24.5M -235,404 Closed
A
1300
AustralianSuper
Australia
-$11.3M -108,188 Closed