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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
CIC
601
Carnegie Investment Counsel
Ohio
$841K
AAP
602
Aristotle Atlantic Partners
Florida
$837K
AFG
603
Atomi Financial Group
New York
$832K
WB
604
WesBanco Bank
West Virginia
$828K
OIA
605
OneDigital Investment Advisors
Kansas
$824K
RWM
606
Revisor Wealth Management
Ohio
$824K
MT
607
Midwest Trust
Kansas
$820K
WAS
608
Winch Advisory Services
Wisconsin
$817K
TSWM
609
Triangle Securities Wealth Management
North Carolina
$816K
DDC
610
DF Dent & Co
Maryland
$815K
FUBT
611
First United Bank & Trust
Maryland
$813K
TPBG
612
Turning Point Benefit Group
Maryland
$806K
APP
613
Avantax Planning Partners
Iowa
$803K
BMC
614
Beaton Management Company
Massachusetts
$800K
CSIC
615
Clifford Swan Investment Counsel
California
$797K
RBC
616
Romano Brothers & Co
Illinois
$796K
VWM
617
Venturi Wealth Management
Texas
$796K
UCFA
618
United Capital Financial Advisors
Texas
$793K
CT
619
Chicago Trust
Illinois
$791K
TI
620
Tidal Investments
Wisconsin
$786K
CPCPP
621
Canada Post Corporation Pension Plan
Canada
$786K
RCM
622
Raleigh Capital Management
North Carolina
$779K
WWM
623
Waterway Wealth Management
Texas
$778K
GT
624
Greenleaf Trust
Michigan
$775K
IHL
625
Investment House LLC
California
$770K