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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
NF
826
Nvest Financial
New Hampshire
$358K -$2.88K -26 -0.8%
DE
827
Diversified Enterprises
Delaware
$357K +$172K +1,551 +85%
MCM
828
Maple Capital Management
Vermont
$355K +$373K +3,367 New
QI
829
Qtron Investments
Massachusetts
$354K -$406K -3,663 -52%
ASG
830
Ariston Services Group
California
$353K +$105K +950 +40%
BBHC
831
Brown Brothers Harriman & Co
New York
$353K +$11.7K +106 +3%
FPAS
832
Focus Partners Advisor Solutions
Missouri
$352K -$232K -2,091 -39%
AWMM
833
Aegis Wealth Management (Maryland)
Maryland
$350K -$19.8K -179 -5%
BRWA
834
B. Riley Wealth Advisors
Florida
$346K -$24.4K -220 -6%
AIA
835
AssuredPartners Investment Advisors
Florida
$346K +$79.3K +716 +28%
SIAM
836
Sterling Investment Advisors (Missouri)
Missouri
$344K
HWP
837
Hibernia Wealth Partners
Louisiana
$344K +$361K +3,261 New
MPWS
838
McCarter Private Wealth Services
Massachusetts
$342K +$54K +488 +18%
SW
839
SkyOak Wealth
Michigan
$342K
GS
840
GTS Securities
New York
$342K -$410K -3,699 -53%
CAM
841
Chesapeake Asset Management
New York
$341K +$78.4K +708 +28%
SAM
842
Smartleaf Asset Management
Massachusetts
$339K +$35K +316 +11%
PW
843
PUREfi Wealth
Massachusetts
$338K +$92.1K +832 +35%
AC
844
Avestar Capital
New York
$338K +$130K +1,175 +58%
CBUSF
845
Construction & Building Unions Superannuation Fund
Australia
$337K +$354K +3,200 New
AWM
846
Avaii Wealth Management
Wisconsin
$337K +$2.1K +19 +0.6%
MFS
847
Mirabella Financial Services
United Kingdom
$336K +$353K +3,184 New
CWS
848
Cypress Wealth Services
California
$334K +$19K +172 +6%
CI
849
Cigna Investments
Connecticut
$331K
EGM
850
Engineers Gate Manager
New York
$330K +$347K +3,131 New