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WEC Energy

1,347 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 512 increasing their positions, 422 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 105

21% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 422

4% more funds holding

Funds holding: 1,2961,347 (+51)

0.01% less ownership

Funds ownership: 83.35%83.35% (-0.01%)

6% less capital invested

Capital invested by funds: $30.7B → $28.7B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

47% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $93.9M

Holders
1,347
Holders Change
+51
Holders Change %
+3.94%
% of All Funds
16.38%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
181
Increased
512
Reduced
422
Closed
105
Calls
$49.9M
Puts
$93.9M
Net Calls
-$43.9M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
301
Aventail Capital Group
New York
$4.12M -$22.2M -200,828 -84%
FIA
302
Foundations Investment Advisors
Arizona
$4.1M -$177K -1,603 -4%
KAS
303
Kestra Advisory Services
Texas
$4.08M +$280K +2,530 +7%
SLAM
304
Swiss Life Asset Management
$4.07M +$22.1K +200 +0.5%
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$4.04M +$422K +3,813 +11%
VPIM
306
Vanguard Personalized Indexing Management
California
$4.02M -$415K -3,749 -9%
CCFCSB
307
Cape Cod Five Cents Savings Bank
Massachusetts
$3.96M
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$3.93M +$55.4K +500 +1%
BAM
309
Belpointe Asset Management
Nevada
$3.9M +$407K +3,672 +11%
ST
310
Somerset Trust
Pennsylvania
$3.87M +$65.5K +592 +2%
RC
311
Resolution Capital
Australia
$3.86M -$3.94M -35,626 -49%
KPWS
312
Kestra Private Wealth Services
Texas
$3.81M +$79.4K +717 +2%
EWM
313
Empirical Wealth Management
Washington
$3.79M +$121K +1,097 +3%
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$3.79M +$975K +8,806 +32%
Verition Fund Management
315
Verition Fund Management
Connecticut
$3.78M -$26.1M -235,562 -87%
Rafferty Asset Management
316
Rafferty Asset Management
New York
$3.78M +$215K +1,941 +6%
CG
317
Castellan Group
Kentucky
$3.71M +$176K +1,593 +5%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$3.7M -$46.6K -421 -1%
NIM
319
NXG Investment Management
Texas
$3.69M +$996K +9,000 +35%
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$3.68M +$167K +1,510 +5%
MOACM
321
Mutual of America Capital Management
New York
$3.68M +$4.43K +40 +0.1%
FAB
322
First American Bank
Illinois
$3.67M +$22.3K +201 +0.6%
KBC Group
323
KBC Group
Belgium
$3.66M +$192K +1,736 +5%
HWAM
324
Hennion & Walsh Asset Management
New Jersey
$3.6M -$33K -298 -0.9%
MGP
325
Metis Global Partners
California
$3.57M +$34.9K +315 +0.9%