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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
LFASL
1251
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K
TWD
1252
True Wealth Design
Ohio
$8.86K -$554 -5 -6%
MMCM
1253
Murphy & Mullick Capital Management
New York
$8.66K +$221 +2 +3%
DF
1254
Dunhill Financial
United Kingdom
$8.65K +$443 +4 +5%
SC
1255
Solstein Capital
California
$8.65K
RWPA
1256
Richard W. Paul & Associates
Michigan
$8.54K
AG
1257
AmeriFlex Group
Nevada
$8.02K -$25.9K -234 -75%
WFA
1258
West Financial Advisors
Iowa
$7.7K +$8.08K +73 New
AFC
1259
Ares Financial Consulting
California
$7.59K +$7.97K +72 New
SFS
1260
Sunrise Financial Services
Washington
$7.59K +$7.97K +72 New
HHMI
1261
Howard Hughes Medical Institute
Maryland
$7.38K +$111 +1 +1%
CIAS
1262
CBIZ Investment Advisory Services
Ohio
$7.38K +$3.1K +28 +67%
OCM
1263
Osbon Capital Management
Massachusetts
$7.36K +$7.75K +70 New
AWA
1264
Acumen Wealth Advisors
Tennessee
$7.28K +$7.64K +69 New
NSG
1265
Nalls Sherbakoff Group
Tennessee
$6.81K +$7.2K +65 New
DWM
1266
Darwin Wealth Management
Florida
$6.75K
ACM
1267
Accent Capital Management
Ohio
$6.64K
BWL
1268
Bogart Wealth LLC
Virginia
$6.64K +$2.1K +19 +43%
RFA
1269
Reyes Financial Architecture
California
$6.43K
STB
1270
S&T Bank
Pennsylvania
$6.43K +$111 +1 +2%
1IA
1271
1620 Investment Advisors
Massachusetts
$6.22K
CP
1272
Camelot Portfolios
Ohio
$6.22K +$6.53K +59 New
AWM
1273
Abound Wealth Management
Tennessee
$5.92K +$221 +2 +4%
CFM
1274
Cornerstone Financial Management
Massachusetts
$5.8K +$6.09K +55 New
FG
1275
Fairman Group
Pennsylvania
$5.8K +$6.09K +55 New