We are live on ! Find out more
WEC icon

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
TVM
851
True Vision MN
Minnesota
$330K +$2.77K +25 +0.8%
ATWA
852
Arbor Trust Wealth Advisors
Michigan
$329K +$345K +3,120 New
WWM
853
Western Wealth Management
Colorado
$329K -$8.86K -80 -3%
JCM
854
Jacobi Capital Management
Pennsylvania
$328K +$7.09K +64 +2%
Financial Engines Advisors
855
Financial Engines Advisors
California
$328K +$344K +3,110 New
II
856
Inspire Investing
Idaho
$328K +$46.1K +416 +15%
GM
857
GeoWealth Management
Illinois
$327K -$38.8K -350 -10%
RC
858
Rexford Capital
Texas
$325K
EWA
859
ERTS Wealth Advisors
Michigan
$323K
FRA
860
Frank Rimerman Advisors
California
$322K -$62.7K -566 -16%
LCWP
861
Legacy Capital Wealth Partners
Arkansas
$320K -$12.5K -113 -4%
1SB
862
1ST Source Bank
Indiana
$319K
CPIG
863
Chicago Partners Investment Group
Illinois
$318K +$93.6K +845 +41%
DC
864
Dahring Cusmano
Michigan
$317K +$2.66K +24 +0.8%
LIA
865
LS Investment Advisors
Michigan
$316K -$164K -1,482 -33%
GWP
866
Gateway Wealth Partners
Wisconsin
$316K +$45.1K +407 +16%
PMSA
867
Patrick M. Sweeney & Associates
Illinois
$316K +$18.8K +170 +6%
IFG
868
Independent Financial Group
California
$315K -$42.8K -387 -11%
WCFA
869
Walkner Condon Financial Advisors
Wisconsin
$315K +$4.43K +40 +1%
BOS
870
Bank of Stockton
California
$314K
GWM
871
Graybill Wealth Management
Illinois
$314K
BPW
872
Bingham Private Wealth
California
$313K +$329K +2,969 New
DWM
873
Defined Wealth Management
Oregon
$313K +$118K +1,063 +56%
CGL
874
Clarius Group LLC
Washington
$312K +$2.55K +23 +0.8%
GWM
875
Gibbs Wealth Management
Georgia
$312K -$28.6K -258 -8%