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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
Optiver Holding
1076
Optiver Holding
Netherlands
$136K +$143K +1,288 New
JFA
1077
JNBA Financial Advisors
Minnesota
$132K -$7.2K -65 -5%
FNWA
1078
Financial Network Wealth Advisors
Utah
$129K -$4.54K -41 -3%
CF
1079
Centaurus Financial
California
$128K -$200K -1,808 -60%
CA
1080
CoreCap Advisors
Michigan
$127K -$1.55K -14 -1%
CFD
1081
Creative Financial Designs
Indiana
$127K +$6.09K +55 +5%
EWM
1082
Evermay Wealth Management
Virginia
$119K
DJSG
1083
D.J. St. Germain
Massachusetts
$117K
RWM
1084
RMG Wealth Management
Wisconsin
$115K
TFA
1085
Transamerica Financial Advisors
Florida
$113K +$5.87K +53 +5%
IFS
1086
Intelligent Financial Strategies
Minnesota
$112K
TFM
1087
TFC Financial Management
Massachusetts
$111K -$443 -4 -0.4%
GAM
1088
Guinness Asset Management
United Kingdom
$109K +$36.3K +328 +47%
AF
1089
Avanza Fonder
Sweden
$109K +$114K +1,031 New
TWC
1090
TD Waterhouse Canada
Ontario, Canada
$108K -$13.4K -121 -11%
TH
1091
TCTC Holdings
Texas
$107K
SEP
1092
Signature Equity Partners
Ohio
$106K +$111K +1,002 New
DSC
1093
Daytona Street Capital
Missouri
$105K +$111K +1,000 New
AT
1094
Avalon Trust
New Mexico
$105K -$886 -8 -0.8%
PB
1095
Pinnacle Bancorp
Nebraska
$104K
PWMG
1096
Prestige Wealth Management Group
New Jersey
$103K -$111 -1 -0.1%
OC
1097
Oakworth Capital
Alabama
$100K +$15.7K +142 +18%
FAMI
1098
Fideuram Asset Management (Ireland)
$100K +$108K +979 New
CH
1099
Cromwell Holdings
Wyoming
$99.8K
OL
1100
OneFund LLC
Florida
$96.4K +$5.98K +54 +6%