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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
16.39%
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
UBS Group
26
UBS Group
Switzerland
$179M +$39.8M +359,627 +27%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$177M -$9.02M -81,457 -5%
UBS AM
28
UBS AM
Illinois
$163M -$16.4M -147,883 -9%
SCP
29
Soroban Capital Partners
New York
$159M +$32.1M +289,772 +26%
AF
30
Align Financial
Minnesota
$148M +$16.4M +148,171 New
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$141M +$10.8M +97,092 +8%
CIM
32
Confluence Investment Management
Missouri
$140M -$7M -63,236 -5%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$136M -$694K -6,269 -0.5%
Principal Financial Group
34
Principal Financial Group
Iowa
$136M -$9.59M -86,577 -6%
MAM
35
Magellan Asset Management
Australia
$136M -$1.74M -15,713 -1%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$131M +$2.98M +26,870 +2%
Goldman Sachs
37
Goldman Sachs
New York
$128M -$68M -613,972 -34%
Stifel Financial
38
Stifel Financial
Missouri
$124M +$854K +7,710 +0.7%
Bessemer Group
39
Bessemer Group
New Jersey
$119M +$23.1M +209,069 +23%
CIC
40
Crawford Investment Counsel
Georgia
$115M -$1.21M -10,970 -1%
BG
41
Bahl & Gaynor
Ohio
$111M +$19.4M +175,619 +20%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$104M +$57.6M +519,932 +111%
DPIM
43
Duff & Phelps Investment Management
Illinois
$103M -$5.27M -47,574 -5%
CI
44
Cincinnati Insurance
Ohio
$103M
LPL Financial
45
LPL Financial
California
$103M +$4.39M +39,610 +4%
Squarepoint
46
Squarepoint
New York
$102M +$87.9M +793,587 +455%
Swiss National Bank
47
Swiss National Bank
Switzerland
$93M -$4.19M -37,800 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$93M -$49.3M -445,258 -34%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$87M -$15M -135,250 -14%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$84.9M -$3.71M -33,531 -4%