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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
PIA
551
Pollock Investment Advisors
Michigan
$1.03M
OM
552
OV Management
Minnesota
$1.03M
NG
553
Norden Group
Utah
$1.03M +$3.32K +30 +0.3%
BCP
554
Blackhawk Capital Partners
Wisconsin
$1.03M -$107K -965 -9%
WA
555
Wealth Architects
California
$1.02M +$1.55K +14 +0.1%
TWM
556
Trueblood Wealth Management
Ohio
$1.02M -$125K -1,133 -11%
WAM
557
Weiss Asset Management
Massachusetts
$1.01M -$15.8M -142,615 -94%
ASBI
558
American State Bank (Iowa)
Iowa
$1.01M
BFG
559
Birch Financial Group
New Hampshire
$1.01M +$8.08K +73 +0.8%
BTC
560
Bank & Trust Company
Illinois
$1M +$31.4K +284 +3%
BFM
561
Boothbay Fund Management
New York
$1M +$1.05M +9,506 New
MAS
562
Meeder Advisory Services
Ohio
$1M +$55.4K +500 +6%
FMWA
563
Forvis Mazars Wealth Advisors
Missouri
$998K +$68.1K +615 +7%
BBVA
564
Banco Bilbao Vizcaya Argentaria
Spain
$975K +$62.1K +561 +6%
HI
565
Hendershot Investments
Virginia
$972K
VA
566
Valmark Advisers
Ohio
$960K -$8.41K -76 -0.8%
CCM
567
Charter Capital Management
Wisconsin
$954K
PAM
568
Panagora Asset Management
Massachusetts
$951K -$5.45M -49,200 -85%
PGWA
569
Plus Group Wealth Advisors
Wisconsin
$943K +$990K +8,942 New
CG
570
Caprock Group
Idaho
$940K +$259K +2,341 +36%
BWM
571
Buckley Wealth Management
Nevada
$939K +$253K +2,287 +35%
HCA
572
Heck Capital Advisors
Wisconsin
$938K +$985K +8,896 New
SAM
573
Securian Asset Management
Minnesota
$930K -$742K -6,698 -43%
VFA
574
Voya Financial Advisors
Connecticut
$930K -$4.54K -41 -0.5%
MSA
575
MUFG Securities Americas
New York
$924K +$9.3K +84 +1%