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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
PFA
976
Pure Financial Advisors
California
$245K +$9.52K +86 +4%
AUB
977
Atlantic Union Bankshares
Virginia
$244K -$4.43K -40 -2%
LC
978
LCNB Corp
Ohio
$244K
AWAP
979
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$6.97K +63 +3%
AOWM
980
Asset One Wealth Management
Washington
$243K +$245K +2,214 New
PHWA
981
Petersen Hastings Wealth Advisors
Washington
$241K +$253K +2,282 New
SIS
982
Sound Income Strategies
Florida
$241K +$35.8K +323 +17%
IP
983
Isthmus Partners
Wisconsin
$238K -$74.1K -669 -23%
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$237K -$1.22K -11 -0.5%
CFB
985
Cullen/Frost Bankers
Texas
$236K +$70.4K +636 +40%
PFPG
986
Pinnacle Financial Partners (Georgia)
Georgia
$235K +$246K +2,224 New
MSWM
987
Mowery & Schoenfeld Wealth Management
Illinois
$234K +$9.96K +90 +4%
TAM
988
Tocqueville Asset Management
New York
$233K -$2.77K -25 -1%
PPC
989
Park Place Capital
Alabama
$233K +$6.42K +58 +3%
RFN
990
RDA Financial Network
Iowa
$232K +$19.4K +175 +9%
PCTC
991
Perkins Coie Trust Company
Washington
$232K
MAG
992
Meadowbrook Advisors Group
New Jersey
$232K +$244K +2,200 New
CWP
993
CFM Wealth Partners
Texas
$232K
CAM
994
Cozad Asset Management
Illinois
$231K
SLC
995
Second Line Capital
Louisiana
$231K
WP
996
WealthShield Partners
North Carolina
$230K
LAM
997
Longboard Asset Management
Arizona
$230K
S
998
Sunpointe
Missouri
$229K +$241K +2,175 New
Fisher Asset Management
999
Fisher Asset Management
Washington
$229K +$17.3K +156 +8%
CI
1000
CX Institutional
Indiana
$229K +$40.6K +367 +20%