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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
SFA
526
Sequoia Financial Advisors
Ohio
$1.15M +$427K +3,853 +55%
PA
527
PFW Advisors
Georgia
$1.15M -$12.2K -110 -1%
VVP
528
Venture Visionary Partners
Ohio
$1.14M -$6.64K -60 -0.5%
NP
529
NorthRock Partners
Minnesota
$1.14M -$735K -6,640 -38%
TAP
530
Tounjian Advisory Partners
Florida
$1.14M -$25.5K -230 -2%
EF
531
Empirical Finance
Pennsylvania
$1.14M -$51.3K -463 -4%
SDIC
532
South Dakota Investment Council
South Dakota
$1.14M -$77.5K -700 -6%
SF
533
Summit Financial
New Jersey
$1.13M +$69.3K +626 +6%
MCA
534
MSH Capital Advisors
Arizona
$1.13M +$322K +2,911 +37%
LPT
535
Legacy Private Trust
Wisconsin
$1.13M -$118K -1,065 -9%
TMAM
536
Tokio Marine Asset Management
Japan
$1.12M
WA
537
Waverly Advisors
Alabama
$1.12M +$521K +4,701 +79%
Teacher Retirement System of Texas
538
Teacher Retirement System of Texas
Texas
$1.12M -$3.45M -31,175 -75%
RP
539
Rowlandmiller & Partners
Georgia
$1.11M
FT
540
Fiduciary Trust
Massachusetts
$1.11M -$6.42K -58 -0.5%
NMIMC
541
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M +$14.8K +134 +1%
DA
542
Drake & Associates
Wisconsin
$1.08M +$98.8K +892 +10%
IWP
543
IAG Wealth Partners
Wisconsin
$1.07M -$59K -533 -5%
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$44K +397 +4%
AWM
545
Apollon Wealth Management
South Carolina
$1.05M -$126K -1,141 -10%
JIC
546
Johnson Investment Counsel
Ohio
$1.05M -$11.7K -106 -1%
CL
547
Choreo LLC
Illinois
$1.05M -$16.3K -147 -1%
WSFS
548
Wilmington Savings Fund Society
Delaware
$1.05M +$4.21K +38 +0.4%
PWG
549
Portside Wealth Group
Utah
$1.04M -$164K -1,481 -13%
PCM
550
Parsons Capital Management
Rhode Island
$1.04M -$42.7K -386 -4%