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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
SMA
751
Sage Mountain Advisors
Georgia
$461K -$494K -4,465 -51%
CA
752
Crewe Advisors
Utah
$459K +$3.1K +28 +0.6%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$457K +$177K +1,598 +58%
QL
754
Quarry LP
New York
$457K +$479K +4,330 New
WF
755
WoodTrust Financial
Wisconsin
$456K
TFO
756
Tarbox Family Office
California
$449K -$996 -9 -0.2%
KCP
757
Kera Capital Partners
California
$445K +$187K +1,689 +72%
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$443K +$2.77K +25 +0.6%
EWA
759
EverSource Wealth Advisors
Alabama
$440K +$150K +1,358 +48%
RSWM
760
Robertson Stephens Wealth Management
California
$438K +$94.2K +851 +26%
FCM
761
Fourpath Capital Management
Oklahoma
$436K -$16.9K -153 -4%
GCP
762
Guardian Capital (Pennsylvania)
Pennsylvania
$435K +$457K +4,124 New
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$432K +$8.75K +79 +2%
KA
764
Kovack Advisors
Florida
$431K +$139K +1,259 +45%
ACM
765
AlphaStar Capital Management
North Carolina
$428K -$194K -1,754 -30%
B
766
Bayban
Minnesota
$428K +$449K +4,056 New
PSC
767
Portman Square Capital
United Kingdom
$428K +$449K +4,054 New
MLL
768
Moody Lynn & Lieberson
Massachusetts
$427K +$2.44K +22 +0.5%
ECM
769
Everence Capital Management
Indiana
$427K
CFG
770
Certior Financial Group
Pennsylvania
$426K +$34.4K +311 +8%
CIM
771
Contravisory Investment Management
Massachusetts
$426K -$18.6K -168 -4%
VSQM
772
V-Square Quantitative Management
Illinois
$425K +$446K +4,027 New
A
773
Alongside
Texas
$423K +$444K +4,012 New
CAM
774
Carret Asset Management
New York
$422K
ZF
775
Zhang Financial
Michigan
$421K