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WEC Energy

1,318 hedge funds and large institutions have $28.6B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 508 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:

7% less capital invested

Capital invested by funds: $30.7B → $28.6B (-$2.07B)

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
1,318
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
AAP
601
Aristotle Atlantic Partners
Florida
$837K
AFG
602
Atomi Financial Group
New York
$832K
WB
603
WesBanco Bank
West Virginia
$828K
OIA
604
OneDigital Investment Advisors
Kansas
$824K
RWM
605
Revisor Wealth Management
Ohio
$824K
MT
606
Midwest Trust
Kansas
$820K
WAS
607
Winch Advisory Services
Wisconsin
$817K
TSWM
608
Triangle Securities Wealth Management
North Carolina
$816K
DDC
609
DF Dent & Co
Maryland
$815K
FUBT
610
First United Bank & Trust
Maryland
$813K
TPBG
611
Turning Point Benefit Group
Maryland
$806K
APP
612
Avantax Planning Partners
Iowa
$803K
BMC
613
Beaton Management Company
Massachusetts
$800K
CSIC
614
Clifford Swan Investment Counsel
California
$797K
RBC
615
Romano Brothers & Co
Illinois
$796K
VWM
616
Venturi Wealth Management
Texas
$796K
UCFA
617
United Capital Financial Advisors
Texas
$793K
CT
618
Chicago Trust
Illinois
$791K
TI
619
Tidal Investments
Wisconsin
$786K
CPCPP
620
Canada Post Corporation Pension Plan
Canada
$786K
RCM
621
Raleigh Capital Management
North Carolina
$779K
WWM
622
Waterway Wealth Management
Texas
$778K
GT
623
Greenleaf Trust
Michigan
$775K
IHL
624
Investment House LLC
California
$770K
NSIM
625
North Star Investment Management
Illinois
$769K