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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
BFS
626
Bradley Foster & Sargent
Connecticut
$763K
EWA
627
EP Wealth Advisors
California
$756K
IAN
628
Integrated Advisors Network
Texas
$756K
RIA
629
Regal Investment Advisors
Michigan
$743K
SC
630
Steph & Co
Wisconsin
$741K
AS
631
Altshuler Shaham
Israel
$737K
HIM
632
Harbour Investment Management
Washington
$731K
AAP
633
Arax Advisory Partners
Colorado
$724K
SCA
634
Stonebridge Capital Advisors
Minnesota
$718K
HFM
635
Hartford Funds Management
Pennsylvania
$709K
LWMI
636
Legacy Wealth Management (Idaho)
Idaho
$706K
TWP
637
Tyche Wealth Partners
Texas
$702K
ACA
638
Aptus Capital Advisors
Alabama
$701K
TCOT
639
Trust Company of Toledo
Ohio
$686K
TT
640
TI-Trust
Illinois
$678K
SC
641
Syon Capital
California
$675K
HSA
642
HBK Sorce Advisory
Pennsylvania
$675K
UB
643
UMB Bank
Missouri
$674K
JSW
644
Journey Strategic Wealth
New Jersey
$670K
NSAM
645
North Star Asset Management
Wisconsin
$670K
BIM
646
Bridges Investment Management
Nebraska
$668K
AMG
647
Advisors Management Group
Wisconsin
$659K
CPWA
648
Cerro Pacific Wealth Advisors
California
$657K
DT
649
Diversified Trust
Tennessee
$649K
AWA
650
Aaron Wealth Advisors
Illinois
$641K