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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
WCM
951
Weaver Capital Management
Georgia
$260K -$1.88K -17 -0.7%
MPPLM
952
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$259K
CW
953
Code Waechter
Florida
$259K -$1.88K -17 -0.7%
BCP
954
Blue Chip Partners
Michigan
$259K -$18.7K -169 -6%
FFA
955
First Foundation Advisors
California
$259K -$27.1K -245 -9%
CCA
956
Checchi Capital Advisers
California
$258K -$24.7K -223 -8%
ATC
957
Argent Trust Co
Tennessee
$257K +$3.65K +33 +1%
KFGG
958
Keystone Financial Group (Georgia)
Georgia
$255K -$15.2K -137 -5%
CST
959
Charles Schwab Trust
Nevada
$254K +$267K +2,407 New
DG
960
Dala Group
Illinois
$253K +$266K +2,398 New
RBFC
961
Roman Butler Fullerton & Co
Missouri
$253K
CIM
962
Cambria Investment Management
California
$253K +$38.1K +344 +17%
LWM
963
Liberty Wealth Management
California
$252K +$1.66K +15 +0.6%
DWM
964
Drive Wealth Management
Utah
$251K -$6.2K -56 -2%
TPI
965
Trust Point Inc
Wisconsin
$251K -$15.1K -136 -5%
PCI
966
Planning Center Inc
Illinois
$251K
TNBTD
967
Trustmark National Bank Trust Department
Mississippi
$251K
MIM
968
Meridiem Investment Management
United Kingdom
$251K
OF
969
Optimize Financial
California
$250K +$3.54K +32 +1%
BEAM
970
Baker Ellis Asset Management
Washington
$250K
HP
971
Hilltop Partners
Indiana
$250K -$2.1K -19 -0.8%
TWP
972
Tower Wealth Partners
Pennsylvania
$249K +$2.55K +23 +1%
CIA
973
Choate Investment Advisors
Massachusetts
$248K
SPC
974
Spirepoint Private Client
Florida
$247K +$886 +8 +0.3%
G
975
GuidedMoney
Wisconsin
$246K +$258K +2,332 New