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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
CIA
1376
Caerus Investment Advisors
Texas
-$414K -3,616 Closed
O
1377
Ossiam
France
-$402K -3,510 Closed
KWM
1378
Kiker Wealth Management
Georgia
-$398K -3,471 Closed
MWM
1379
Maridea Wealth Management
New York
-$397K -3,379 Closed
BS
1380
Banco Santander
Spain
-$384K -3,354 Closed
MA
1381
MJP Associates
Connecticut
-$372K -3,245 Closed
BJL
1382
Brighton Jones LLC
Washington
-$368K -3,213 Closed
EW
1383
Evexia Wealth
Wisconsin
-$363K -3,158 Closed
ONB
1384
Old National Bancorp
Indiana
-$341K -2,980 Closed
JSA
1385
Jacobson & Schmitt Advisors
Wisconsin
-$315K -2,752 Closed
MP
1386
McDonald Partners
Ohio
-$297K -2,595 Closed
TC
1387
TownSquare Capital
Utah
-$291K -2,541 Closed
FFG
1388
Fiduciary Financial Group
California
-$264K -2,307 Closed
MSFS
1389
Main Street Financial Solutions
Pennsylvania
-$264K -2,305 Closed
LFG
1390
Lockerman Financial Group
California
-$255K -2,228 Closed
NWMG
1391
National Wealth Management Group
Ohio
-$255K -2,221 Closed
CM
1392
Capital Management
Virginia
-$252K -2,200 Closed
SIA
1393
Strategic Investment Advisors
Michigan
-$224K -1,959 Closed
P
1394
Pitcairn
Pennsylvania
-$222K -1,933 Closed
WI
1395
WrapManager Inc
California
-$218K -1,905 Closed
CCA
1396
Childress Capital Advisors
Texas
-$217K -1,898 Closed
BTWM
1397
Baker Tilly Wealth Management
Wisconsin
-$216K -1,883 Closed
BFW
1398
Brady Family Wealth
Missouri
-$214K -1,865 Closed
FDDB
1399
Fidelity D&D Bancorp
Pennsylvania
-$212K -1,852 Closed
FFIC
1400
First Fiduciary Investment Counsel
Ohio
-$212K -1,850 Closed