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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
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$845K +$13.3K +120 +2%
SFI
602
Susquehanna Fundamental Investments
Pennsylvania
$842K
SSA
603
Sierra Summit Advisors
Nevada
$841K +$20.3K +183 +2%
CIC
604
Carnegie Investment Counsel
Ohio
$841K -$89.6K -809 -9%
AAP
605
Aristotle Atlantic Partners
Florida
$837K
AFG
606
Atomi Financial Group
New York
$832K +$232K +2,091 +36%
WB
607
WesBanco Bank
West Virginia
$828K -$128K -1,157 -13%
OIA
608
OneDigital Investment Advisors
Kansas
$824K +$3.54K +32 +0.4%
RWM
609
Revisor Wealth Management
Ohio
$824K +$400K +3,614 +89%
MT
610
Midwest Trust
Kansas
$820K +$89.5K +808 +12%
WAS
611
Winch Advisory Services
Wisconsin
$817K +$6.75K +61 +0.8%
TSWM
612
Triangle Securities Wealth Management
North Carolina
$816K -$5.09K -46 -0.6%
DDC
613
DF Dent & Co
Maryland
$815K +$83.2K +751 +11%
FUBT
614
First United Bank & Trust
Maryland
$813K +$134K +1,210 +19%
TPBG
615
Turning Point Benefit Group
Maryland
$806K +$101K +916 +14%
APP
616
Avantax Planning Partners
Iowa
$803K +$8.08K +73 +1%
BMC
617
Beaton Management Company
Massachusetts
$800K
CSIC
618
Clifford Swan Investment Counsel
California
$797K
RBC
619
Romano Brothers & Co
Illinois
$796K -$72.7K -657 -8%
VWM
620
Venturi Wealth Management
Texas
$796K -$10.7K -97 -1%
UCFA
621
United Capital Financial Advisors
Texas
$793K -$11.3K -102 -1%
CT
622
Chicago Trust
Illinois
$791K -$12.7K -115 -2%
TI
623
Tidal Investments
Wisconsin
$786K +$415K +3,749 +101%
CPCPP
624
Canada Post Corporation Pension Plan
Canada
$786K +$189K +1,710 +30%
RCM
625
Raleigh Capital Management
North Carolina
$779K +$34.1K +308 +4%