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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
OPTFSNA
1301
Old Point Trust & Financial Services N A
Virginia
$2.64K +$2.77K +25 New
IW
1302
Imprint Wealth
South Carolina
$2.53K -$2.21K -20 -45%
WTC
1303
WhitTier Trust Company
Nevada
$2.33K
AP
1304
Aspect Partners
Virginia
$2.32K +$775 +7 +47%
CWP
1305
Clark Wealth Partners
Illinois
$2.21K
KG
1306
Kilter Group
New York
$2.11K -$996 -9 -31%
DI
1307
DAGCO Inc
Ohio
$2.11K
KCM
1308
Key Capital Management
Tennessee
$2.11K +$2.21K +20 New
MS
1309
Monetary Solutions
Ohio
$2.11K +$2.21K +20 New
EWM
1310
Evolution Wealth Management
Florida
$2K
OAJ
1311
Ogorek Anthony Joseph
New York
$2K -$2.21K -20 -48%
CMP
1312
Coston McIsaac & Partners
Maine
$2K
PCM
1313
Penserra Capital Management
California
$2K
SC
1314
SouthState Corp
Florida
$1.9K -$14.6K -132 -88%
CMA
1315
Cedar Mountain Advisors
Oregon
$1.79K
CFG
1316
Clayton Financial Group
Missouri
$1.79K +$1.88K +17 New
MA
1317
MCF Advisors
Kentucky
$1.79K +$1.88K +17 New
Kayne Anderson Rudnick Investment Management
1318
Kayne Anderson Rudnick Investment Management
California
$1.69K
SG
1319
Sankala Group
Colorado
$1.64K +$1.55K +14 New
PWM
1320
Proathlete Wealth Management
Florida
$1.58K +$1.66K +15 New
DF
1321
DecisionPoint Financial
Arizona
$1.48K +$1.55K +14 New
GWM
1322
Greenline Wealth Management
Florida
$1.48K +$1.55K +14 New
BIA
1323
Bell Investment Advisors
California
$1.37K -$2.33K -21 -62%
WA
1324
WestEnd Advisors
North Carolina
$1.37K -$221 -2 -13%
PWA
1325
Principia Wealth Advisory
Texas
$1.37K -$111 -1 -7%