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WEC Energy

1,331 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 170 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
1,331
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
SSA
601
Sierra Summit Advisors
Nevada
$841K
CIC
602
Carnegie Investment Counsel
Ohio
$841K
AAP
603
Aristotle Atlantic Partners
Florida
$837K
AFG
604
Atomi Financial Group
New York
$832K
WB
605
WesBanco Bank
West Virginia
$828K
OIA
606
OneDigital Investment Advisors
Kansas
$824K
RWM
607
Revisor Wealth Management
Ohio
$824K
MT
608
Midwest Trust
Kansas
$820K
WAS
609
Winch Advisory Services
Wisconsin
$817K
TSWM
610
Triangle Securities Wealth Management
North Carolina
$816K
DDC
611
DF Dent & Co
Maryland
$815K
FUBT
612
First United Bank & Trust
Maryland
$813K
TPBG
613
Turning Point Benefit Group
Maryland
$806K
APP
614
Avantax Planning Partners
Iowa
$803K
BMC
615
Beaton Management Company
Massachusetts
$800K
CSIC
616
Clifford Swan Investment Counsel
California
$797K
RBC
617
Romano Brothers & Co
Illinois
$796K
VWM
618
Venturi Wealth Management
Texas
$796K
UCFA
619
United Capital Financial Advisors
Texas
$793K
CT
620
Chicago Trust
Illinois
$791K
TI
621
Tidal Investments
Wisconsin
$786K
CPCPP
622
Canada Post Corporation Pension Plan
Canada
$786K
RCM
623
Raleigh Capital Management
North Carolina
$779K
WWM
624
Waterway Wealth Management
Texas
$778K
GT
625
Greenleaf Trust
Michigan
$775K