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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
EIG
401
Ellenbecker Investment Group
Wisconsin
$2.25M +$134K +1,207 +6%
GI
402
GAMMA Investing
California
$2.23M +$77.6K +701 +3%
JWCA
403
J.W. Cole Advisors
Florida
$2.23M -$695K -6,278 -22%
AC
404
AlphaCore Capital
California
$2.22M +$960K +8,669 +70%
CT
405
Colonial Trust
South Carolina
$2.19M +$1.66K +15 +0.1%
FLPIM
406
F.L. Putnam Investment Management
Massachusetts
$2.18M -$45.8K -414 -2%
SFGP
407
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.17M +$76.4K +690 +3%
JRPIM
408
Journey Retirement Planning & Investment Management
Idaho
$2.16M +$2.27M +20,472 New
OQS
409
Occudo Quantitative Strategies
Florida
$2.15M +$2.26M +20,425 New
AF
410
Apollon Financial
South Carolina
$2.15M +$142K +1,278 +7%
Janus Henderson Group
411
Janus Henderson Group
United Kingdom
$2.15M +$72K +650 +3%
QCM
412
QRG Capital Management
Illinois
$2.14M +$468K +4,226 +26%
KRS
413
Kentucky Retirement Systems
Kentucky
$2.11M
RCIM
414
Red Cedar Investment Management
Michigan
$2.11M
HFO
415
Heritage Family Offices
Arizona
$2.09M -$227K -2,048 -9%
SFI
416
Siemens Fonds Invest
Germany
$2.09M
CCM
417
Campbell Capital Management
Florida
$2.09M -$23.3K -210 -1%
GVAG
418
Great Valley Advisor Group
Delaware
$2.09M +$356K +3,219 +19%
SOAMC
419
Spirit of America Management Corp
New York
$2.08M +$194K +1,750 +10%
Nordea Investment Management
420
Nordea Investment Management
Sweden
$2.05M +$211K +1,907 +11%
AIP
421
Ameritas Investment Partners
Nebraska
$2.04M -$15.6K -141 -0.7%
BWM
422
BKM Wealth Management
Wisconsin
$2M -$6.09K -55 -0.3%
HIMCH
423
Hartford Investment Management Co (HIMCO)
Connecticut
$1.98M -$7.53K -68 -0.4%
PFA
424
Pathway Financial Advisers
Indiana
$1.93M -$7.86K -71 -0.4%
CT
425
Clearstead Trust
Maine
$1.92M -$62.9K -568 -3%