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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
CIA
326
Concurrent Investment Advisors
Florida
$3.55M +$519K +4,689 +16%
UM
327
UniSuper Management
Australia
$3.53M -$55.9K -505 -1%
NS
328
NBC Securities
Alabama
$3.42M +$3.52M +31,756 +5,041%
SOADOR
329
State of Alaska Department of Revenue
Alaska
$3.4M -$249K -2,250 -7%
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.35M -$1.82M -16,393 -34%
PS
331
Principal Securities
Iowa
$3.34M +$299K +2,699 +9%
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$3.33M -$555K -5,017 -14%
TPCW
333
TD Private Client Wealth
New York
$3.28M -$515K -4,652 -13%
CCC
334
Cincinnati Casualty Company
Ohio
$3.27M
LIM
335
Leavell Investment Management
Alabama
$3.26M -$9.96K -90 -0.3%
JAG
336
Journey Advisory Group
Kentucky
$3.25M -$163K -1,476 -5%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$3.23M -$196K -1,770 -5%
EP
338
Edgestream Partners
New Jersey
$3.19M -$636K -5,747 -16%
ZBNA
339
Zions Bancorporation, National Association
Utah
$3.19M +$4.21K +38 +0.1%
PFM
340
Premier Fund Managers
United Kingdom
$3.18M
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$3.11M
GTWM
342
Global Trust Wealth Management
Florida
$3.1M +$3.26M +29,428 New
Public Employees Retirement Association of Colorado
343
Public Employees Retirement Association of Colorado
Colorado
$3.09M
TC
344
Trilogy Capital
California
$3.06M +$542K +4,895 +20%
GRP
345
Global Retirement Partners
California
$3.05M +$582K +5,260 +22%
WS
346
Wedbush Securities
California
$3.04M +$638K +5,765 +25%
AG
347
Ascent Group
Virginia
$3.03M -$84K -759 -3%
WIA
348
World Investment Advisors
California
$3.01M +$411K +3,710 +15%
LFAS
349
Level Four Advisory Services
Texas
$3.01M +$173K +1,565 +6%
PCG
350
Prosperity Consulting Group
Maryland
$2.97M -$11.3K -102 -0.4%