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
TCM
1276
TD Capital Management
Tennessee
$5.74K +$5.98K +54 New
DWM
1277
Dogwood Wealth Management
Kansas
$5.38K -$1.22K -11 -18%
PIS
1278
POM Investment Strategies
North Carolina
$5.38K +$5.65K +51 New
HB
1279
Horizon Bancorp
Indiana
$5K -$1.88K -17 -25%
AW
1280
Avion Wealth
Texas
$5K +$664 +6 +13%
JSAM
1281
J. Safra Asset Management
New York
$4.75K
WAG
1282
Wilkerson Advisory Group
Missouri
$4.54K +$4.76K +43 New
GAFA
1283
Garton & Associates Financial Advisors
Kentucky
$4.34K +$4.54K +41 New
BFS
1284
Bare Financial Services
Pennsylvania
$4.32K +$3.54K +32 +356%
GEA
1285
Glen Eagle Advisors
New Jersey
$4.22K
RWS
1286
Retirement Wealth Solutions
Wisconsin
$4.17K -$443 -4 -9%
UFPG
1287
United Financial Planning Group
New York
$4.01K +$4.21K +38 New
IWM
1288
IMG Wealth Management
Florida
$3.8K -$1.11K -10 -22%
PWAM
1289
Private Wealth Asset Management
Iowa
$3.59K
PWMG
1290
Private Wealth Management Group
New Jersey
$3.59K
BW
1291
Bravera Wealth
North Dakota
$3.48K +$3.65K +33 New
FF
1292
Friedenthal Financial
New Jersey
$3.27K
HWP
1293
Highline Wealth Partners
California
$3.27K -$664 -6 -16%
ANBT
1294
American National Bank & Trust
Texas
$3.16K +$3.32K +30 New
WCM
1295
Winthrop Capital Management
Indiana
$3K
BSB
1296
Bangor Savings Bank
Maine
$2.95K +$3.1K +28 New
EWP
1297
Elevation Wealth Partners
California
$2.85K +$2.66K +24 +800%
ME
1298
McIlrath & Eck
Washington
$2.85K
HNW
1299
High Note Wealth
Minnesota
$2.74K +$2.88K +26 New
BHWM
1300
Bay Harbor Wealth Management
Maryland
$2.74K +$1.11K +10 +63%