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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
MCM
1126
Manchester Capital Management
Vermont
$65.5K -$12.7K -115 -16%
RFP
1127
Root Financial Partners
California
$64.6K -$13.1K -118 -16%
HCM
1128
Hollencrest Capital Management
California
$64.5K
FWA
1129
Flagship Wealth Advisors
Massachusetts
$63.3K
TLA
1130
Tanglewood Legacy Advisors
Texas
$63.3K
AIM
1131
Anchor Investment Management
South Carolina
$61.9K
RF
1132
Robbins Farley
New Hampshire
$61.6K -$11.1K -100 -15%
SJIM
1133
St. Johns Investment Management
Florida
$61.2K
GIA
1134
GHP Investment Advisors
Colorado
$60.4K +$443 +4 +0.7%
CB
1135
CNB Bank
Pennsylvania
$59.5K
API
1136
Asset Planning Inc
California
$58.8K
BC
1137
Barrett & Company
Rhode Island
$56.9K
CTWM
1138
Cherry Tree Wealth Management
Minnesota
$54.9K
BGAI
1139
Bruce G. Allen Investments
Colorado
$52.8K -$2.44K -22 -4%
OAM
1140
Ostrum Asset Management
France
$52.3K -$18.2K -164 -25%
EW
1141
Elyxium Wealth
California
$52.3K +$54.9K +496 New
SSG
1142
Summit Securities Group
New York
$51K -$7.86K -71 -13%
MB
1143
MidFirst Bank
Oklahoma
$50.8K +$53.4K +482 New
PWPS
1144
Pinnacle Wealth Planning Services
Ohio
$50K +$52.5K +474 New
BFP
1145
Birchwood Financial Partners
Minnesota
$49.1K +$51.5K +465 New
LGWM
1146
Litman Gregory Wealth Management
California
$48.9K +$51.4K +464 New
ADL
1147
Asset Dedication LLC
California
$48.1K -$239K -2,155 -83%
SA
1148
Seneschal Advisors
Washington
$47.8K
DE
1149
DV Equities
Illinois
$47.7K +$50K +452 New
KFAS
1150
Keating Financial Advisory Services
Kansas
$47.1K +$49.5K +447 New