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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
WPA
726
West Paces Advisors
Georgia
$497K +$61.2K +553 +13%
SMC
727
Smith, Moore & Co
Missouri
$496K -$2.99K -27 -0.6%
PFG
728
PAX Financial Group
Texas
$495K -$161K -1,458 -24%
BMWM
729
Brown Miller Wealth Management
Virginia
$495K -$29.1K -263 -5%
CW
730
CreativeOne Wealth
Kansas
$495K -$83.7K -756 -14%
AWM
731
Axxcess Wealth Management
California
$494K +$7.64K +69 +1%
SCM
732
SKBA Capital Management
California
$492K -$1.66K -15 -0.3%
SCTC
733
Sanibel Captiva Trust Company
Florida
$487K +$52.9K +478 +12%
MWM
734
Mission Wealth Management
California
$485K +$43.5K +393 +9%
BPWM
735
Badgley Phelps Wealth Managers
Washington
$485K -$40.5K -366 -7%
HTC
736
Haverford Trust Company
Pennsylvania
$484K +$1.88K +17 +0.4%
SW
737
Simplicity Wealth
New Jersey
$483K -$33.9K -306 -6%
CIBC World Market
738
CIBC World Market
Ontario, Canada
$483K +$507K +4,577 New
CTA
739
Chesley Taft & Associates
Illinois
$482K +$996 +9 +0.2%
MCM
740
Monument Capital Management
Virginia
$477K
HI
741
Hudock Inc
Pennsylvania
$476K
CPSC
742
Carl P. Sherr & Co
Massachusetts
$475K
FTWA
743
Fifth Third Wealth Advisors
Ohio
$475K -$1.88K -17 -0.4%
CIS
744
Custom Index Systems
New York
$471K -$141K -1,276 -22%
OC
745
Oarsman Capital
Wisconsin
$469K -$39.4K -356 -7%
MIM
746
Marshall Investment Management
Colorado
$469K +$3.88K +35 +0.8%
PA
747
Parallel Advisors
California
$468K -$33.8K -305 -6%
RAM
748
Redmond Asset Management
Virginia
$464K -$22.1K -200 -4%
FFM
749
Forum Financial Management
Illinois
$463K -$154K -1,392 -24%
CTA
750
Colonial Trust Advisors
South Carolina
$461K