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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
RCAG
651
Rehmann Capital Advisory Group
Michigan
$662K -$70.5K -637 -9%
AMG
652
Advisors Management Group
Wisconsin
$659K +$191K +1,722 +38%
CPWA
653
Cerro Pacific Wealth Advisors
California
$657K +$11.4K +103 +2%
DT
654
Diversified Trust
Tennessee
$649K +$45.5K +411 +7%
AWA
655
Aaron Wealth Advisors
Illinois
$641K +$151K +1,360 +29%
RWP
656
RWA Wealth Partners
Massachusetts
$639K
DWM
657
Dakota Wealth Management
Florida
$637K +$52.1K +471 +8%
ECA
658
Elevated Capital Advisors
Utah
$633K +$20.6K +186 +3%
S
659
SignatureFD
Georgia
$630K -$13.5K -122 -2%
FFN
660
Focus Financial Network
Minnesota
$629K +$5.65K +51 +0.9%
BP
661
Ballentine Partners
Massachusetts
$626K +$111 +1 +0%
EPW
662
Evolve Private Wealth
California
$624K +$655K +5,913 New
VCA
663
Verdence Capital Advisors
Maryland
$621K +$6.2K +56 +1%
FISPB
664
Fideuram - Intesa Sanpaolo Private Banking
$621K +$651K +5,884 New
SI
665
Stephens Inc
Arkansas
$617K +$83.3K +752 +15%
BWM
666
Blossom Wealth Management
California
$616K -$66.4K -600 -9%
PTC
667
Private Trust Company
Ohio
$615K -$6.09K -55 -0.9%
TGAM
668
TBH Global Asset Management
Tennessee
$614K -$10.4K -94 -2%
SWP
669
Sagespring Wealth Partners
Tennessee
$612K -$12.7K -115 -2%
IMRF
670
Illinois Municipal Retirement Fund
Illinois
$612K -$21.8K -197 -3%
PCIA
671
Prime Capital Investment Advisors
Kansas
$607K -$12.7K -115 -2%
KNW
672
Kesler Norman & Wride
Utah
$606K -$130K -1,172 -17%
BIG
673
Brooklyn Investment Group
New York
$604K +$229K +2,064 +57%
CTC
674
Central Trust Company
Missouri
$598K +$1.22K +11 +0.2%
DWP
675
Daymark Wealth Partners
Ohio
$597K -$13.3K -120 -2%