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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
MP
876
Moment Partners
California
$312K -$76.3K -689 -19%
WETS
877
Wealth Enhancement Trust Services
South Dakota
$311K +$327K +2,950 New
CSP
878
Cary Street Partners
Virginia
$310K -$52.1K -471 -14%
CFGSD
879
Compass Financial Group (South Dakota)
South Dakota
$310K
GFP
880
Gryphon Financial Partners
Ohio
$310K +$41.5K +375 +15%
FNFDCM
881
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$309K
DCA
882
DSG Capital Advisors
Minnesota
$306K
BIA
883
Beacon Investment Advisors
Maryland
$306K +$775 +7 +0.2%
CC
884
Courier Capital
New York
$306K
PWP
885
Principle Wealth Partners
Connecticut
$305K
ESBC
886
E.S. Barr & Co
Kentucky
$305K +$320K +2,894 New
HF
887
HRT Financial
New York
$304K +$320K +2,890 New
BWM
888
Buska Wealth Management
Wisconsin
$302K
7WCP
889
71 West Capital Partners
Massachusetts
$300K +$315K +2,843 New
TFS
890
truNorth Financial Services
Pennsylvania
$300K +$315K +2,842 New
CAAS
891
Capital Asset Advisory Services
Michigan
$299K +$6.42K +58 +2%
SAM
892
Summit Asset Management
Tennessee
$299K
SG
893
StoneX Group
New York
$298K +$118K +1,066 +60%
GIA
894
Gladstone Institutional Advisory
Florida
$298K -$34.1K -308 -10%
FWA
895
FSM Wealth Advisors
Ohio
$298K +$5.65K +51 +2%
IWC
896
Integrated Wealth Concepts
Massachusetts
$297K -$2.04M -18,453 -87%
BFIM
897
Beese Fulmer Investment Management
Ohio
$297K -$26.9K -243 -8%
QCG
898
Quadrant Capital Group
Ohio
$297K +$2.77K +25 +0.9%
MSWM
899
Master's Wealth Management
Pennsylvania
$296K +$24.4K +220 +8%
EW
900
Expressive Wealth
Illinois
$295K +$309K +2,794 New