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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
16.39%
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
HWA
1201
HHM Wealth Advisors
Tennessee
$21.5K
BONH
1202
Bank of New Hampshire
New Hampshire
$21.1K
LI
1203
LRI Investments
Florida
$21K +$14.6K +132 +197%
MCM
1204
MV Capital Management
Maryland
$20.7K +$443 +4 +2%
WWM
1205
Wolff Wiese Magana
California
$20.4K
BA
1206
Blueline Advisors
New Hampshire
$19.8K +$20.8K +188 New
AWM
1207
Activest Wealth Management
Florida
$19.5K +$10.7K +97 +110%
NFSG
1208
Newbridge Financial Services Group
Florida
$19.5K +$221 +2 +1%
WWA
1209
Wealth Watch Advisors
Colorado
$19K -$664 -6 -3%
HC
1210
Hoese & Co
Minnesota
$19K
EP
1211
Essential Partners
California
$18.6K +$3.88K +35 +25%
SWM
1212
SHP Wealth Management
Massachusetts
$17.8K +$18.7K +169 New
TAM
1213
Tucker Asset Management
Colorado
$17.7K +$18.6K +168 New
FCT
1214
First Community Trust
Iowa
$17.5K
JWA
1215
JFS Wealth Advisors
Pennsylvania
$17.4K +$7.53K +68 +70%
TCM
1216
Triumph Capital Management
Colorado
$16.7K +$17.5K +158 New
EFMH
1217
E Fund Management (HK)
Hong Kong
$16.6K +$15.1K +136 +907%
KFP
1218
Kerr Financial Planning
California
$16.5K +$111 +1 +0.7%
PB
1219
Prosperity Bancshares
Texas
$16.3K +$17.2K +155 New
NWM
1220
Nova Wealth Management
Florida
$15.6K -$2.21K -20 -12%
WB
1221
Webster Bank
Connecticut
$15.1K +$15.8K +143 New
MCA
1222
Midwest Capital Advisors
Michigan
$14.3K
FFO
1223
Fortitude Family Office
Arizona
$14.2K -$111 -1 -0.7%
EPG
1224
Estate Planners Group
Pennsylvania
$14K +$14.7K +133 New
PP
1225
PFS Partners
New Jersey
$13.7K +$111 +1 +0.8%