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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
KL
1026
KilterHowling LLC
Colorado
$215K +$2.1K +19 +0.9%
IC
1027
Inscription Capital
Texas
$215K +$10.1K +91 +5%
CA
1028
COFG Advisors
Illinois
$214K +$224K +2,026 New
HFA
1029
High Falls Advisors
New York
$213K +$1.22K +11 +0.5%
CAM
1030
Concorde Asset Management
Michigan
$213K +$224K +2,021 New
FMTC
1031
Farmers & Merchants Trust Company
California
$213K -$362K -3,273 -62%
VFA
1032
Valeo Financial Advisors
Indiana
$213K +$223K +2,015 New
FMTCOCP
1033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K -$33.2K -300 -13%
TF
1034
Tompkins Financial
New York
$211K
TCWA
1035
Turtle Creek Wealth Advisors
Texas
$211K -$181K -1,634 -45%
SWA
1036
ShankerValleau Wealth Advisors
Illinois
$210K
PL
1037
Plancorp LLC
Missouri
$208K -$242K -2,188 -53%
EA
1038
Everpar Advisors
Oklahoma
$207K -$6.97K -63 -3%
AWE
1039
Avidian Wealth Enterprises
Texas
$207K -$996 -9 -0.5%
CBTWT
1040
Community Bank & Trust (Waco, Texas)
Texas
$207K +$10.6K +96 +5%
OIS
1041
OneAscent Investment Solutions
Alabama
$206K +$216K +1,954 New
EIA
1042
Edgemoor Investment Advisors
Maryland
$206K
FMI
1043
Frec Markets Inc
California
$205K +$216K +1,948 New
OL
1044
Optas LLC
Texas
$205K +$215K +1,944 New
CAG
1045
Crestwood Advisors Group
Massachusetts
$205K +$215K +1,942 New
AA
1046
Addison Advisors
Vermont
$205K
DAC
1047
Dividend Assets Capital
South Carolina
$204K
GFA
1048
Gladwyn Financial Advisors
Virginia
$203K +$27.7K +250 +15%
AO
1049
Advisor OS
Illinois
$203K -$149K -1,346 -41%
OFS
1050
OMC Financial Services
New York
$203K