We are live on ! Find out more
WEC icon

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
HIMS
1001
Hager Investment Management Services
New Hampshire
$229K
ONSWM
1002
Old North State Wealth Management
North Carolina
$228K -$44.8K -405 -16%
IWA
1003
Inspirion Wealth Advisors
Illinois
$228K -$300K -2,705 -56%
HR
1004
Howe & Rusling
New York
$228K -$111 -1 -0%
MW
1005
Marble Wealth
Alabama
$228K +$239K +2,160 New
LCM
1006
Liberty Capital Management
Michigan
$227K -$55.4K -500 -19%
BSTWA
1007
Blake Schutter Theil Wealth Advisors
Ohio
$226K -$1.11K -10 -0.5%
VAG
1008
VisionPoint Advisory Group
Texas
$224K -$41K -370 -15%
ANTB
1009
AMG National Trust Bank
Colorado
$224K +$664 +6 +0.3%
KOMWMG
1010
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K +$4.32K +39 +2%
ACM
1011
Aster Capital Management
United Arab Emirates
$223K -$101K -912 -30%
CWM
1012
Connecticut Wealth Management
Connecticut
$222K +$1.66K +15 +0.7%
ESB
1013
Essex Savings Bank
Connecticut
$221K -$17.7K -160 -7%
GWM
1014
Greenwich Wealth Management
Connecticut
$220K +$231K +2,090 New
USCWA
1015
U.S. Capital Wealth Advisors
Texas
$219K +$230K +2,081 New
Empower Advisory Group
1016
Empower Advisory Group
Colorado
$219K +$230K +2,079 New
NRS
1017
Neville Rodie & Shaw
New York
$219K
PIA
1018
Perennial Investment Advisors
California
$219K +$13.3K +120 +6%
SW
1019
SVB Wealth
Massachusetts
$219K -$8.64K -78 -4%
ET
1020
Equitable Trust
Tennessee
$217K
GLA
1021
Great Lakes Advisors
Illinois
$217K -$14.8K -134 -6%
FMLI
1022
Fukoku Mutual Life Insurance
Japan
$216K
PVI
1023
Pine Valley Investments
New Jersey
$216K -$13.7K -124 -6%
CIA
1024
Capital Investment Advisors
Georgia
$216K +$13.8K +125 +7%
PFA
1025
Plotkin Financial Advisors
Maryland
$215K