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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
B
926
Bailard
California
$278K -$775 -7 -0.3%
APA
927
Astoria Portfolio Advisors
New York
$277K +$59K +533 +29%
CIAS
928
CFS Investment Advisory Services
New Jersey
$276K +$13K +117 +5%
MIM
929
MTM Investment Management
South Carolina
$275K -$1.66K -15 -0.6%
AIM
930
Advyzon Investment Management
Illinois
$275K +$289K +2,609 New
HWMG
931
Hurlow Wealth Management Group
Indiana
$275K -$20.4K -184 -7%
SGK
932
Steigerwald Gordon & Koch
Virginia
$275K
CISOA
933
Capital Investment Services of America
Wisconsin
$273K
PWAM
934
Pinnacle West Asset Management
Wyoming
$272K
JGUA
935
John G. Ullman & Associates
New York
$271K +$11.1K +100 +4%
CA
936
Continuum Advisory
Idaho
$270K +$3.43K +31 +1%
OA
937
Oxbow Advisors
Texas
$269K
AWM
938
Atticus Wealth Management
Florida
$268K +$2.1K +19 +0.8%
TIA
939
Tandem Investment Advisors
South Carolina
$267K +$4.98K +45 +2%
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$266K -$71.2K -643 -20%
PWA
941
Providence Wealth Advisors
Illinois
$266K +$996 +9 +0.4%
IC
942
IEQ Capital
California
$265K +$25.7K +232 +10%
JWM
943
JGP Wealth Management
Oregon
$265K -$12.3K -111 -4%
IAIM
944
International Assets Investment Management
Florida
$264K +$277K +2,506 New
OFS
945
OneAscent Financial Services
Alabama
$264K +$277K +2,500 New
TAM
946
Titleist Asset Management
Texas
$263K +$554 +5 +0.2%
HCM
947
Howard Capital Management
Georgia
$263K +$47.8K +432 +21%
WA
948
Walsh & Associates
Florida
$262K +$275K +2,484 New
IWM
949
Integris Wealth Management
California
$261K
FBT
950
First Bankers Trust
Kentucky
$260K