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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
CW
726
CreativeOne Wealth
Kansas
$495K
AWM
727
Axxcess Wealth Management
California
$494K
SCM
728
SKBA Capital Management
California
$492K
SCTC
729
Sanibel Captiva Trust Company
Florida
$487K
MWM
730
Mission Wealth Management
California
$485K
BPWM
731
Badgley Phelps Wealth Managers
Washington
$485K
HTC
732
Haverford Trust Company
Pennsylvania
$484K
SW
733
Simplicity Wealth
New Jersey
$483K
CIBC World Market
734
CIBC World Market
Ontario, Canada
$483K
CTA
735
Chesley Taft & Associates
Illinois
$482K
MCM
736
Monument Capital Management
Virginia
$477K
HI
737
Hudock Inc
Pennsylvania
$476K
CPSC
738
Carl P. Sherr & Co
Massachusetts
$475K
FTWA
739
Fifth Third Wealth Advisors
Ohio
$475K
CIS
740
Custom Index Systems
New York
$471K
OC
741
Oarsman Capital
Wisconsin
$469K
MIM
742
Marshall Investment Management
Colorado
$469K
PA
743
Parallel Advisors
California
$468K
RAM
744
Redmond Asset Management
Virginia
$464K
FFM
745
Forum Financial Management
Illinois
$463K
CTA
746
Colonial Trust Advisors
South Carolina
$461K
SMA
747
Sage Mountain Advisors
Georgia
$461K
CA
748
Crewe Advisors
Utah
$459K
BCV
749
Banque Cantonale Vaudoise
Switzerland
$457K
QL
750
Quarry LP
New York
$457K