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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
CFA
676
CWS Financial Advisors
Michigan
$596K +$161K +1,456 +35%
CSB
677
City State Bank
Iowa
$590K +$8.53K +77 +1%
TRCT
678
Tower Research Capital (TRC)
New York
$588K -$225K -2,029 -27%
DB
679
Danske Bank
Denmark
$586K +$33.2K +300 +6%
V
680
VeraBank
Texas
$586K -$73.6K -665 -11%
MC
681
Moors & Cabot
Massachusetts
$584K +$3.43K +31 +0.6%
CCM
682
Coldstream Capital Management
Washington
$580K -$17.6K -159 -3%
RS
683
R Squared
Hong Kong
$572K +$601K +5,426 New
RMC
684
Resources Management Corp
Connecticut
$570K
EB
685
Eastern Bank
Massachusetts
$570K -$151K -1,360 -20%
PMG
686
ProVise Management Group
Florida
$570K +$30.2K +273 +5%
TPA
687
Trivium Point Advisory
Connecticut
$567K -$32.2K -291 -5%
ACM
688
Aquatic Capital Management
Illinois
$566K +$594K +5,369 New
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$566K -$28.9K -261 -5%
PPWM
690
Paragon Private Wealth Management
Kentucky
$566K -$5.76K -52 -1%
HCM
691
Hutner Capital Management
Vermont
$565K -$7.86K -71 -1%
TWM
692
Thrive Wealth Management
Pennsylvania
$564K +$8.41K +76 +1%
KFG
693
Kingdom Financial Group
Arizona
$563K +$591K +5,341 New
DTL
694
Dynamic Technology Lab
Singapore
$563K +$591K +5,334 New
BAM
695
Blueshift Asset Management
New Jersey
$562K +$351K +3,173 +147%
DAS
696
Diversify Advisory Services
Utah
$562K -$198K -1,790 -26%
MLFP
697
MPS Loria Financial Planners
Illinois
$562K -$32.2K -291 -5%
WC
698
Wexford Capital
Florida
$561K +$588K +5,315 New
DA
699
Dougherty & Associates
Florida
$554K +$582K +5,252 New
Aviva
700
Aviva
United Kingdom
$553K -$32.3K -292 -5%