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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
CPWA
651
Cerro Pacific Wealth Advisors
California
$657K
DT
652
Diversified Trust
Tennessee
$649K
AWA
653
Aaron Wealth Advisors
Illinois
$641K
RWP
654
RWA Wealth Partners
Massachusetts
$639K
DWM
655
Dakota Wealth Management
Florida
$637K
ECA
656
Elevated Capital Advisors
Utah
$633K
S
657
SignatureFD
Georgia
$630K
FFN
658
Focus Financial Network
Minnesota
$629K
BP
659
Ballentine Partners
Massachusetts
$626K
EPW
660
Evolve Private Wealth
California
$624K
VCA
661
Verdence Capital Advisors
Maryland
$621K
FISPB
662
Fideuram - Intesa Sanpaolo Private Banking
$621K
SI
663
Stephens Inc
Arkansas
$617K
BWM
664
Blossom Wealth Management
California
$616K
PTC
665
Private Trust Company
Ohio
$615K
TGAM
666
TBH Global Asset Management
Tennessee
$614K
SWP
667
Sagespring Wealth Partners
Tennessee
$612K
IMRF
668
Illinois Municipal Retirement Fund
Illinois
$612K
PCIA
669
Prime Capital Investment Advisors
Kansas
$607K
KNW
670
Kesler Norman & Wride
Utah
$606K
BIG
671
Brooklyn Investment Group
New York
$604K
CTC
672
Central Trust Company
Missouri
$598K
DWP
673
Daymark Wealth Partners
Ohio
$597K
CFA
674
CWS Financial Advisors
Michigan
$596K
CSB
675
City State Bank
Iowa
$590K