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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
GI
701
Gradient Investments
Minnesota
$552K -$112K -1,010 -16%
CWA
702
Centennial Wealth Advisory
Michigan
$551K +$16.5K +149 +3%
SFC
703
SYM Financial Corp
Indiana
$551K -$17.3K -156 -3%
TE
704
Tema ETFs
New York
$548K -$1.33K -12 -0.2%
ACM
705
Advisors Capital Management
New Jersey
$547K +$15.1K +136 +3%
LIM
706
Loudon Investment Management
New Hampshire
$546K -$33.2K -300 -5%
TFGT
707
TS Financial Group (TSFG)
Illinois
$541K +$3.77K +34 +0.7%
LP
708
LMR Partners
United Kingdom
$540K -$925K -8,358 -62%
RA
709
Ransom Advisory
Rhode Island
$538K +$6.09K +55 +1%
MYIA
710
Mount Yale Investment Advisors
Colorado
$534K -$19K -172 -3%
HBT
711
Heartland Bank & Trust
Illinois
$531K -$8.19K -74 -1%
CAG
712
Csenge Advisory Group
Florida
$527K -$182K -1,644 -25%
FAN
713
Financial Advisors Network
California
$527K +$14.1K +127 +3%
FA
714
Faithward Advisors
Pennsylvania
$524K +$1.99K +18 +0.4%
TG
715
TCW Group
California
$521K +$547K +4,940 New
PWM
716
Partnership Wealth Management
Maryland
$517K
MFT
717
Moisand Fitzgerald Tamayo
Florida
$516K -$15.5K -140 -3%
MWM
718
MGB Wealth Management
Texas
$514K -$61.8K -558 -10%
SWM
719
Segment Wealth Management
Texas
$514K +$12.3K +111 +2%
FAP
720
Financial Advisory Partners
Florida
$513K +$13.2K +119 +3%
ACI
721
Alpha Cubed Investments
California
$513K +$4.54K +41 +0.9%
CLIP
722
Colter Lewis Investment Partners
Connecticut
$511K +$537K +4,846 New
MCM
723
Mill Capital Management
North Carolina
$509K
SIA
724
Spectrum Investment Advisors
Wisconsin
$507K +$533K +4,810 New
SBWIC
725
Schaper Benz & Wise Investment Counsel
Wisconsin
$503K +$87.1K +787 +20%