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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
MHIC
776
Marble Harbor Investment Counsel
Massachusetts
$420K
Vontobel Holding
777
Vontobel Holding
Switzerland
$420K
BC
778
Bruce & Co
Illinois
$416K
CG
779
Cynosure Group
Utah
$411K +$432K +3,898 New
BNA
780
BankChampaign National Association
Illinois
$410K +$431K +3,889 New
BWM
781
Braeburn Wealth Management
Michigan
$408K +$429K +3,871 New
IPWA
782
International Private Wealth Advisors
California
$408K +$136K +1,227 +46%
SAG
783
SageView Advisory Group
California
$407K -$42K -379 -9%
WFI
784
West Family Investments
California
$405K -$45.3K -409 -10%
FGA
785
Fortis Group Advisors
New Jersey
$401K
AP
786
Appleton Partners
Massachusetts
$401K
FBT
787
First Bank & Trust
South Dakota
$401K +$71.4K +645 +20%
SPW
788
Signet Private Wealth
Illinois
$400K +$420K +3,793 New
ST
789
Smithfield Trust
Pennsylvania
$400K
BOPW
790
Brandywine Oak Private Wealth
Pennsylvania
$400K
MCM
791
McDonough Capital Management
Florida
$399K -$76.1K -687 -15%
IPW
792
Impact Partnership Wealth
Georgia
$398K +$417K +3,770 New
PWP
793
Phillips Wealth Planners
Mississippi
$396K +$29.8K +269 +8%
HDIM
794
Hanson & Doremus Investment Management
Vermont
$395K -$2.99K -27 -0.7%
IWS
795
Insight Wealth Strategies
California
$395K +$2.99K +27 +0.7%
AWA
796
Arete Wealth Advisors
Illinois
$394K -$332 -3 -0.1%
GT
797
Glenview Trust
Kentucky
$393K +$109K +988 +36%
ZIC
798
ZWJ Investment Counsel
Georgia
$392K
AF
799
Advisornet Financial
Minnesota
$391K +$5.42K +49 +1%
WA
800
WealthTrust Axiom
Pennsylvania
$387K