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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
SCM
726
SKBA Capital Management
California
$492K
SCTC
727
Sanibel Captiva Trust Company
Florida
$487K
MWM
728
Mission Wealth Management
California
$485K
BPWM
729
Badgley Phelps Wealth Managers
Washington
$485K
HTC
730
Haverford Trust Company
Pennsylvania
$484K
SW
731
Simplicity Wealth
New Jersey
$483K
CIBC World Market
732
CIBC World Market
Ontario, Canada
$483K
CTA
733
Chesley Taft & Associates
Illinois
$482K
MCM
734
Monument Capital Management
Virginia
$477K
HI
735
Hudock Inc
Pennsylvania
$476K
CPSC
736
Carl P. Sherr & Co
Massachusetts
$475K
FTWA
737
Fifth Third Wealth Advisors
Ohio
$475K
CIS
738
Custom Index Systems
New York
$471K
OC
739
Oarsman Capital
Wisconsin
$469K
MIM
740
Marshall Investment Management
Colorado
$469K
PA
741
Parallel Advisors
California
$468K
RAM
742
Redmond Asset Management
Virginia
$464K
FFM
743
Forum Financial Management
Illinois
$463K
CTA
744
Colonial Trust Advisors
South Carolina
$461K
SMA
745
Sage Mountain Advisors
Georgia
$461K
CA
746
Crewe Advisors
Utah
$459K
BCV
747
Banque Cantonale Vaudoise
Switzerland
$457K
QL
748
Quarry LP
New York
$457K
WF
749
WoodTrust Financial
Wisconsin
$456K
TFO
750
Tarbox Family Office
California
$449K