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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
HIP
1051
HUB Investment Partners
Texas
$202K +$212K +1,914 New
PCWA
1052
Pacific Capital Wealth Advisors
California
$201K -$3.88K -35 -2%
BRM
1053
Boston Research & Management
Massachusetts
$200K
FCAS
1054
First Command Advisory Services
Texas
$198K +$8.75K +79 +4%
CIA
1055
Cape Investment Advisory
Georgia
$198K +$19.2K +173 +10%
HBT
1056
Hills Bank & Trust
Iowa
$198K +$77.7K +702 +60%
CBT
1057
Crews Bank & Trust
Florida
$191K -$139K -1,256 -41%
FHA
1058
Flagship Harbor Advisors
Massachusetts
$191K -$32.8K -296 -14%
VT
1059
Volterra Technologies
New York
$190K +$132K +1,194 +195%
MMG
1060
Monetary Management Group
Missouri
$185K
RFS
1061
Richardson Financial Services
Massachusetts
$182K -$5.2K -47 -3%
LFG
1062
Larson Financial Group
Missouri
$179K -$15.5K -140 -8%
HP
1063
Havemeyer Place
Connecticut
$172K +$180K +1,628 New
OA
1064
Operose Advisors
Wisconsin
$167K -$3.65K -33 -2%
VIA
1065
Virtus Investment Advisers
Connecticut
$163K -$2.44K -22 -1%
TCOV
1066
Trust Company of Vermont
Vermont
$156K +$32.3K +292 +25%
MFP
1067
Meramec Financial Planners
Missouri
$154K +$153K +1,383 New
OWP
1068
ORG Wealth Partners
Texas
$151K +$159K +1,432 New
MWPCG
1069
Measured Wealth Private Client Group
New Hampshire
$149K
QC
1070
Quent Capital
New York
$148K -$15.5K -140 -9%
SS
1071
Sunbelt Securities
Texas
$146K +$996 +9 +0.7%
TC
1072
Trust Company
Kansas
$144K +$66.4K +600 +78%
WT
1073
Whittier Trust
California
$141K +$108K +973 +271%
FP
1074
Financial Perspectives
Minnesota
$141K
NB
1075
NBT Bank
New York
$140K -$1.11K -10 -2%