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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
ZIM
801
Zacks Investment Management
Illinois
$387K +$44.2K +399 +12%
SFS
802
Sowell Financial Services
Arkansas
$386K +$29.5K +266 +8%
DSC
803
Duncker Streett & Co
Missouri
$386K -$1.11K -10 -0.3%
CAI
804
Capital Advisors Inc
Oklahoma
$383K
PWM
805
Perigon Wealth Management
California
$382K -$16.1K -145 -4%
DAS
806
Dynamic Advisor Solutions
Arizona
$381K -$151K -1,365 -27%
IA
807
Integrity Alliance
Iowa
$380K +$80.3K +725 +25%
NP
808
Nilsine Partners
Colorado
$378K +$5.42K +49 +1%
MGIA
809
Moneta Group Investment Advisors
Missouri
$377K -$110K -993 -22%
OCA
810
OpenArc Corporate Advisory
Georgia
$377K +$396K +3,576 New
MPM
811
Meritage Portfolio Management
Kansas
$377K -$12.4K -112 -3%
IP
812
Indivisible Partners
Florida
$374K +$393K +3,547 New
LW
813
Livet Wealth
Utah
$372K +$390K +3,526 New
CE
814
Cornerstone Enterprises
Wisconsin
$372K +$390K +3,524 New
SWTS
815
Stonehaven Wealth & Tax Solutions
Wisconsin
$369K
W
816
Wealthquest
Ohio
$367K +$386K +3,482 New
RMCM
817
Reynders McVeigh Capital Management
Massachusetts
$365K +$443 +4 +0.1%
FMI
818
F/M Investments
District of Columbia
$365K
CS
819
Candriam SCA
Luxembourg
$364K +$383K +3,456 New
GSB
820
Greenfield Savings Bank
Massachusetts
$364K -$55.6K -502 -13%
WPC
821
Wedmont Private Capital
Pennsylvania
$363K -$29.8K -269 -7%
CAMG
822
CWA Asset Management Group
Florida
$362K +$3.99K +36 +1%
AWM
823
Aprio Wealth Management
Georgia
$362K +$128K +1,155 +51%
SAM
824
Strategy Asset Managers
California
$361K +$3.77K +34 +1%
GSEP
825
Golden State Equity Partners
California
$359K -$36.3K -328 -9%