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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
TFIPS
1151
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.4K
DMBA
1152
Deseret Mutual Benefit Administrators
Utah
$46.2K -$5.54K -50 -10%
FHC
1153
First Horizon Corporation
Tennessee
$45.7K -$17.2K -155 -26%
EIM
1154
Essex Investment Management
Massachusetts
$45.3K
HI
1155
Hoey Investments
Pennsylvania
$44.6K
SWM
1156
Spire Wealth Management
Virginia
$44.1K -$554 -5 -1%
SWA
1157
Strategic Wealth Advisors
Arizona
$43K +$45.8K +414 New
LC
1158
Lavaca Capital
Texas
$42.2K
MCA
1159
Maryland Capital Advisors
Maryland
$42K
WBWA
1160
William B. Walkup & Associates
South Carolina
$42K
CFO
1161
CVA Family Office
Colorado
$41.7K -$4.98K -45 -10%
AIA
1162
Aventus Investment Advisors
Florida
$40.1K
PSB
1163
Piscataqua Savings Bank
New Hampshire
$39.9K
OW
1164
Olistico Wealth
Oklahoma
$39.2K +$41.2K +372 New
BWA
1165
Basecamp Wealth Advisors
Washington
$38K +$39.9K +360 New
HIIFS
1166
Harel Insurance Investments & Financial Services
Israel
$37K +$2.21K +20 +6%
WA
1167
WPG Advisers
Maryland
$36.7K -$3.43K -31 -8%
VWA
1168
Valued Wealth Advisors
Utah
$36.2K
VNA
1169
Valley National Advisers
Pennsylvania
$36K +$1.22K +11 +3%
EC
1170
Elequin Capital
New York
$35.8K +$37.5K +339 New
CFFP
1171
Center for Financial Planning
Michigan
$35.1K
GWSG
1172
GPS Wealth Strategies Group
Colorado
$35K -$71K -641 -66%
MWA
1173
Medallion Wealth Advisors
Connecticut
$35K
PFSC
1174
Peoples Financial Services Corp
Pennsylvania
$34.4K
OP
1175
ORG Partners
Indiana
$34.3K -$4.87K -44 -12%