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WEC Energy

1,324 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 510 increasing their positions, 421 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $30.7B → $28.7B (-$1.99B)

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
1,324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.9M
Puts
$93.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
551
Norden Group
Utah
$1.03M
BCP
552
Blackhawk Capital Partners
Wisconsin
$1.03M
WA
553
Wealth Architects
California
$1.02M
TWM
554
Trueblood Wealth Management
Ohio
$1.02M
WAM
555
Weiss Asset Management
Massachusetts
$1.01M
BFG
556
Birch Financial Group
New Hampshire
$1.01M
BTC
557
Bank & Trust Company
Illinois
$1M
BFM
558
Boothbay Fund Management
New York
$1M
MAS
559
Meeder Advisory Services
Ohio
$1M
FMWA
560
Forvis Mazars Wealth Advisors
Missouri
$998K
BBVA
561
Banco Bilbao Vizcaya Argentaria
Spain
$975K
HI
562
Hendershot Investments
Virginia
$972K
VA
563
Valmark Advisers
Ohio
$960K
CCM
564
Charter Capital Management
Wisconsin
$954K
PAM
565
Panagora Asset Management
Massachusetts
$951K
PGWA
566
Plus Group Wealth Advisors
Wisconsin
$943K
CG
567
Caprock Group
Idaho
$940K
BWM
568
Buckley Wealth Management
Nevada
$939K
HCA
569
Heck Capital Advisors
Wisconsin
$938K
SAM
570
Securian Asset Management
Minnesota
$930K
VFA
571
Voya Financial Advisors
Connecticut
$930K
MSA
572
MUFG Securities Americas
New York
$924K
PJSIMP
573
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K
CCC
574
Chelsea Counsel Company
California
$915K
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$913K