We are live on ! Find out more
WEC icon

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
MAM
1226
Meeder Asset Management
Ohio
$13.3K -$996 -9 -7%
RL
1227
Rogco LP
Oklahoma
$13.3K
CFS
1228
CGC Financial Services
Oregon
$12.7K
RDFA
1229
Ritter Daniher Financial Advisory
Ohio
$12.6K
FMP
1230
Financial Management Professionals
Texas
$12.2K +$111 +1 +0.9%
KB
1231
Kimelman & Baird
New York
$12.2K
VR
1232
Vision Retirement
New Jersey
$12.2K +$12.8K +116 New
GSWM
1233
Golden State Wealth Management
California
$12.1K +$4.87K +44 +62%
PWA
1234
Physician Wealth Advisors
Utah
$12.1K +$1.88K +17 +17%
KAS
1235
Kemnay Advisory Services
New York
$12.1K +$12.7K +115 New
DFA
1236
DHJJ Financial Advisors
Illinois
$11.8K
WAG
1237
Wiser Advisor Group
Arizona
$11.7K
S
1238
Sachetta
Massachusetts
$11.5K
SWP
1239
Strategic Wealth Partners
Ohio
$11.5K
KFI
1240
Key Financial Inc
Pennsylvania
$11.2K
FRA
1241
Front Row Advisors
California
$10.8K
CAM
1242
Costello Asset Management
Pennsylvania
$10.5K -$6.09K -55 -35%
HWM
1243
HighMark Wealth Management
Minnesota
$10.5K
AIS
1244
Advocate Investing Services
Maryland
$10.5K +$11.1K +100 New
GAAM
1245
Guinness Atkinson Asset Management
California
$10.4K +$10.9K +98 New
MEG
1246
Millstone Evans Group
Colorado
$10K
HBW
1247
Hazlett, Burt & Watson
West Virginia
$10K
SHIM
1248
Stone House Investment Management
Pennsylvania
$9.49K
MG
1249
MilWealth Group
Wisconsin
$9.39K
Walleye Capital
1250
Walleye Capital
New York
$9.18K -$349K -3,151 -97%