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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
AWA
501
Arkadios Wealth Advisors
Georgia
$1.28M +$193K +1,744 +17%
MSK
502
Melissa S. Kampmann
$1.28M
CPIA
503
Cornell Pochily Investment Advisors
New York
$1.27M -$1.55K -14 -0.1%
FC
504
Farringdon Capital
United Kingdom
$1.27M +$1.34M +12,071 New
HPC
505
HM Payson & Co
Maine
$1.25M -$21K -190 -2%
PMAM
506
Picton Mahoney Asset Management
Ontario, Canada
$1.24M +$1.31M +11,802 New
WF
507
Welch & Forbes
Massachusetts
$1.24M -$2.21K -20 -0.2%
EC
508
Enhancing Capital
Pennsylvania
$1.23M
VRS
509
Virginia Retirement Systems
Virginia
$1.23M
HFAS
510
Hummer Financial Advisory Services
Illinois
$1.23M
WANY
511
Wealthspire Advisors (New York)
New York
$1.23M +$243K +2,199 +23%
PWP
512
Precedent Wealth Partners
Texas
$1.22M +$187K +1,686 +17%
MYAM
513
Meiji Yasuda Asset Management
Japan
$1.22M +$18.2K +164 +1%
MAM
514
Martingale Asset Management
Massachusetts
$1.21M +$698K +6,305 +122%
UF
515
Univest Financial
Pennsylvania
$1.21M -$292K -2,636 -19%
MSWM
516
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$3.77K +34 +0.3%
PFS
517
Prospera Financial Services
Texas
$1.2M +$173K +1,565 +16%
AM
518
AGF Management
Ontario, Canada
$1.2M +$8.19K +74 +0.7%
MFWM
519
Motley Fool Wealth Management
Virginia
$1.19M -$251K -2,271 -17%
CBA
520
Coastal Bridge Advisors
Connecticut
$1.19M +$14.5K +131 +1%
CFG
521
Citizens Financial Group
Rhode Island
$1.18M -$104K -938 -8%
FB
522
Fulton Bank
Pennsylvania
$1.17M +$66.7K +602 +6%
AA
523
ALPS Advisors
Colorado
$1.16M +$338K +3,051 +38%
NDSIB
524
North Dakota State Investment Board
North Dakota
$1.15M +$1.21M +10,951 New
CC
525
Chicago Capital
Illinois
$1.15M +$586K +5,297 +94%