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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
CAL
1101
Capital Advisors Ltd
Ohio
$96K
FPF
1102
First Pacific Financial
Washington
$95.1K
SIC
1103
SJS Investment Consulting
Ohio
$93.7K +$1.33K +12 +1%
MHR
1104
Matthew Hamilton Rosenberg
$93K +$69.8K +630 +250%
RF
1105
Rossby Financial
Florida
$92.1K +$1.33K +12 +1%
SIS
1106
Strategic Investment Solutions
Illinois
$91.5K +$664 +6 +0.7%
CYG
1107
Clean Yield Group
Vermont
$91.4K
BCFD
1108
Boit C.F. David
$90.7K
MSFP
1109
Mark Sheptoff Financial Planning
Connecticut
$88.6K
VCM
1110
Versant Capital Management
Arizona
$88.3K +$7.09K +64 +8%
SIM
1111
Sentry Investment Management
Wisconsin
$87K
DT
1112
DV Trading
Illinois
$85.1K +$89.4K +807 New
AIM
1113
Arcadia Investment Management
Michigan
$84.6K +$221 +2 +0.3%
JGCM
1114
Joseph Group Capital Management
Ohio
$84.4K +$13.7K +124 +18%
Loomis, Sayles & Company
1115
Loomis, Sayles & Company
Massachusetts
$81.2K +$12.4K +112 +17%
IBOK
1116
Independence Bank of Kentucky
Kentucky
$79.7K
CWP
1117
Concord Wealth Partners
Virginia
$79.3K -$3.21K -29 -4%
GKIM
1118
GW&K Investment Management
Massachusetts
$79K +$1.77K +16 +2%
AA
1119
Ancora Advisors
Ohio
$79K +$21.6K +195 +35%
SFCL
1120
Strengthening Families & Communities LLC
Massachusetts
$72.1K -$1.66K -15 -2%
LAS
1121
Lloyd Advisory Services
Georgia
$68.5K +$72K +650 New
FC
1122
Financial Consulate
Maryland
$67.9K +$3.54K +32 +5%
BOJHT
1123
Bank of Jackson Hole Trust
Wyoming
$66.7K
BC
1124
Bayforest Capital
United Kingdom
$66.5K +$63.4K +573 +988%
AGWCA
1125
Annis Gardner Whiting Capital Advisors
Florida
$65.9K +$12.3K +111 +22%