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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
PJSIMP
576
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K -$111K -1,000 -10%
CCC
577
Chelsea Counsel Company
California
$915K
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$913K +$56K +506 +6%
CA
579
Clearstead Advisors
Ohio
$909K +$245K +2,217 +35%
CFO
580
Callan Family Office
Pennsylvania
$906K +$209K +1,892 +28%
MCM
581
MAI Capital Management
Ohio
$901K +$180K +1,629 +24%
VFPW
582
Vantage Financial Partners (Wisconsin)
Wisconsin
$900K +$5.32K +48 +0.6%
Simplex Trading
583
Simplex Trading
Illinois
$900K -$983K -8,878 -51%
EH
584
Equitable Holdings
New York
$898K -$9.74K -88 -1%
IWM
585
IHT Wealth Management
Illinois
$888K -$324K -2,928 -26%
MA
586
Montag & Associates
Georgia
$887K -$64.3K -581 -6%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$886K
PHIMC
588
Private Harbour Investment Management & Counsel
Ohio
$885K -$775 -7 -0.1%
SCA
589
Snowden Capital Advisors
New York
$881K +$42K +379 +5%
CA
590
Commerzbank Aktiengesellschaft
Germany
$876K +$618K +5,582 +205%
IF
591
Intrua Financial
Texas
$874K +$36.1K +326 +4%
ETC
592
Exchange Traded Concepts
Oklahoma
$868K -$34.5K -312 -4%
WBC
593
Westpac Banking Corp
Australia
$865K -$35.2K -318 -4%
SC
594
Searle & Co
Connecticut
$865K
PI
595
PFG Investments
New York
$864K +$2.77K +25 +0.3%
OWP
596
Obermeyer Wealth Partners
Colorado
$863K +$1.22K +11 +0.1%
BWP
597
Burling Wealth Partners
Illinois
$850K -$103K -926 -10%
LNWTC
598
Laird Norton Wetherby Trust Company
Washington
$849K +$891K +8,050 New
FNBT
599
FineMark National Bank & Trust
Florida
$849K -$224K -2,019 -20%
MWM
600
Modern Wealth Management
Kansas
$848K +$76.7K +693 +9%