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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
WWM
626
Waterway Wealth Management
Texas
$778K +$817K +7,375 New
GT
627
Greenleaf Trust
Michigan
$775K +$30.1K +272 +4%
IHL
628
Investment House LLC
California
$770K
NSIM
629
North Star Investment Management
Illinois
$769K +$3.21K +29 +0.4%
BFS
630
Bradley Foster & Sargent
Connecticut
$763K +$93.6K +845 +13%
EWA
631
EP Wealth Advisors
California
$756K +$793K +7,165 New
IAN
632
Integrated Advisors Network
Texas
$756K +$14.9K +135 +2%
RIA
633
Regal Investment Advisors
Michigan
$743K +$48.1K +434 +7%
SC
634
Steph & Co
Wisconsin
$741K
AS
635
Altshuler Shaham
Israel
$737K +$60.3K +545 +8%
HIM
636
Harbour Investment Management
Washington
$731K -$323K -2,920 -30%
AAP
637
Arax Advisory Partners
Colorado
$724K -$116K -1,052 -13%
SCA
638
Stonebridge Capital Advisors
Minnesota
$718K +$10.6K +96 +1%
HFM
639
Hartford Funds Management
Pennsylvania
$709K +$237K +2,142 +47%
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$706K +$734K +6,631 +10,695%
TWP
641
Tyche Wealth Partners
Texas
$702K +$539K +4,872 +273%
ACA
642
Aptus Capital Advisors
Alabama
$701K +$6.75K +61 +0.9%
TCOT
643
Trust Company of Toledo
Ohio
$686K
TT
644
TI-Trust
Illinois
$678K
SC
645
Syon Capital
California
$675K +$149K +1,344 +27%
HSA
646
HBK Sorce Advisory
Pennsylvania
$675K +$55.4K +500 +9%
UB
647
UMB Bank
Missouri
$674K +$303K +2,741 +75%
JSW
648
Journey Strategic Wealth
New Jersey
$670K +$4.87K +44 +0.7%
NSAM
649
North Star Asset Management
Wisconsin
$670K -$3.65K -33 -0.5%
BIM
650
Bridges Investment Management
Nebraska
$668K -$3.1K -28 -0.4%