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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
MWM
901
MBE Wealth Management
Wisconsin
$295K
LWM
902
Lodestone Wealth Management
Washington
$294K
DLCIG
903
D.L. Carlson Investment Group
New Hampshire
$293K -$11.5K -104 -4%
NPF
904
Norris Perne & French
Michigan
$292K
AIM
905
Alhambra Investment Management
Florida
$292K
FCP
906
Fidelis Capital Partners
Florida
$291K -$996 -9 -0.3%
M1FG
907
Mach-1 Financial Group
Arkansas
$290K +$304K +2,746 New
KBFS
908
Kohmann Bosshard Financial Services
Ohio
$289K
EFS
909
Essex Financial Services
Connecticut
$289K +$81.8K +739 +37%
BB
910
Busey Bank
Illinois
$288K +$25.4K +229 +9%
SAI
911
Savvy Advisors Inc
New York
$286K +$29K +262 +11%
SP
912
Successful Portfolios
Florida
$286K -$1.66K -15 -0.5%
IWN
913
Independent Wealth Network
Iowa
$284K +$14.4K +130 +5%
LOPW
914
Live Oak Private Wealth
North Carolina
$284K
PFBT
915
Parkside Financial Bank & Trust
Missouri
$284K +$6.75K +61 +2%
AFP
916
Ausdal Financial Partners
Iowa
$283K -$7.09K -64 -2%
PPWP
917
Premier Path Wealth Partners
New Jersey
$282K -$90.2K -815 -23%
NAAA
918
New Age Alpha Advisors
New York
$282K +$24.8K +224 +9%
MM
919
MQS Management
New York
$282K +$296K +2,676 New
WAP
920
Wealthcare Advisory Partners
Pennsylvania
$281K -$35.8K -323 -11%
XT
921
XTX Topco
Cayman Islands
$281K -$751K -6,783 -72%
IIC
922
Ironwood Investment Counsel
Arizona
$280K
CCMG
923
Connecticut Capital Management Group
Connecticut
$278K +$292K +2,636 New
BC
924
Bowman & Company
Wisconsin
$278K +$1.22K +11 +0.4%
MG
925
Mather Group
Illinois
$278K +$19.7K +178 +7%