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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
FB
1401
Finward Bancorp
Indiana
-$211K -1,843 Closed
TWM
1402
Tradition Wealth Management
Minnesota
-$211K -1,842 Closed
CAM
1403
Clark Asset Management
New Hampshire
-$211K -1,839 Closed
MFGM
1404
Marshall Financial Group (Maryland)
Maryland
-$211K -1,837 Closed
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
-$209K -1,826 Closed
IIM
1406
Ipswich Investment Management
Massachusetts
-$208K -1,812 Closed
NCM
1407
Next Capital Management
New York
-$207K -1,806 Closed
PHS
1408
Pekin Hardy Strauss
Illinois
-$206K -1,801 Closed
BFA
1409
Bill Few Associates
Pennsylvania
-$206K -1,800 Closed
CCWM
1410
Correct Capital Wealth Management
Missouri
-$206K -1,800 Closed
CFS
1411
CRA Financial Services
New Jersey
-$206K -1,798 Closed
LCM
1412
Lazari Capital Management
California
-$205K -1,793 Closed
RCM
1413
Radnor Capital Management
Pennsylvania
-$204K -1,778 Closed
SCM
1414
Shelton Capital Management
Colorado
-$203K -1,770 Closed
SMAM
1415
Sugar Maple Asset Management
Wisconsin
-$203K -1,770 Closed
FPGK
1416
Financial Partners Group (Kansas)
Kansas
-$201K -1,755 Closed
CCA
1417
Catalyst Capital Advisors
New York
-$99.6K -869 Closed
TCM
1418
TruNorth Capital Management
Michigan
-$79.1K -690 Closed
JWM
1419
JPL Wealth Management
Colorado
-$72K -628 Closed
RBI
1420
Raiffeisen Bank International
Austria
-$66K -578 Closed
PCM
1421
Perritt Capital Management
Illinois
-$60.1K -524 Closed
SIC
1422
Salem Investment Counselors
North Carolina
-$59.4K -518 Closed
SWA
1423
SOA Wealth Advisors
New York
-$55K -480 Closed
FFWM
1424
Future Financial Wealth Management
Ohio
-$46.2K -403 Closed
RA
1425
Rise Advisors
New York
-$43.2K -377 Closed