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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
VC
1426
Vestor Capital
Illinois
-$43K -372 Closed
OCM
1427
Osterweis Capital Management
California
-$30K -262 Closed
CBT
1428
CoreFirst Bank & Trust
Kansas
-$28.1K -245 Closed
ABWM
1429
Alpine Bank Wealth Management
Colorado
-$24.5K -214 Closed
HHGA
1430
Halbert Hargrove Global Advisors
California
-$12.9K -113 Closed
MFG
1431
Mendota Financial Group
Wisconsin
-$12K -105 Closed
MSWA
1432
Marshall & Sterling Wealth Advisors
New York
-$8.48K -74 Closed
BDPWM
1433
Barnes Dennig Private Wealth Management
Ohio
-$6.07K -53 Closed
KFP
1434
Keener Financial Planning
Texas
-$5K -50 Closed
RS
1435
Rakuten Securities
Japan
-$5.73K -50 Closed
IRC
1436
Investors Research Corp
Georgia
-$5.39K -47 Closed
TCA
1437
Trifecta Capital Advisors
Illinois
-$3.9K -34 Closed
GTAM
1438
Global Trust Asset Management
Florida
-$3.67K -32 Closed
FGAM
1439
Financial Gravity Asset Management
Texas
-$3.44K -30 Closed
WPA
1440
Wealth Preservation Advisors
Tennessee
-$2.75K -24 Closed
APM
1441
Advanced Portfolio Management
New York
-$2.52K -22 Closed
MAM
1442
Marquette Asset Management
Minnesota
-$2.52K -22 Closed
AIC
1443
Archer Investment Corporation
Indiana
-$2.39K -21 Closed
CCM
1444
Cloud Capital Management
Washington
-$2K -19 Closed
CA
1445
Centerpoint Advisors
Massachusetts
-$2K -18 Closed
CAM
1446
Clarity Asset Management
Iowa
-$2.06K -18 Closed
GFWA
1447
Grey Fox Wealth Advisors
Delaware
-$1.83K -16 Closed
HWA
1448
Heartwood Wealth Advisors
Virginia
-$1.83K -16 Closed
LCM
1449
Logan Capital Management
Pennsylvania
-$1.78K -16 Closed
SC
1450
Swan Capital
Florida
-$1.03K -9 Closed