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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
WF
751
WoodTrust Financial
Wisconsin
$456K
TFO
752
Tarbox Family Office
California
$449K
KCP
753
Kera Capital Partners
California
$445K
OSNBOA
754
Old Second National Bank of Aurora
Illinois
$443K
EWA
755
EverSource Wealth Advisors
Alabama
$440K
RSWM
756
Robertson Stephens Wealth Management
California
$438K
FCM
757
Fourpath Capital Management
Oklahoma
$436K
GCP
758
Guardian Capital (Pennsylvania)
Pennsylvania
$435K
CSPIA
759
Cary Street Partners Investment Advisory
Virginia
$432K
KA
760
Kovack Advisors
Florida
$431K
ACM
761
AlphaStar Capital Management
North Carolina
$428K
B
762
BAYBAN
Minnesota
$428K
PSC
763
Portman Square Capital
United Kingdom
$428K
MLL
764
Moody Lynn & Lieberson
Massachusetts
$427K
ECM
765
Everence Capital Management
Indiana
$427K
CFG
766
Certior Financial Group
Pennsylvania
$426K
CIM
767
Contravisory Investment Management
Massachusetts
$426K
VSQM
768
V-Square Quantitative Management
Illinois
$425K
CAM
769
Carret Asset Management
New York
$422K
ZF
770
Zhang Financial
Michigan
$421K
MHIC
771
Marble Harbor Investment Counsel
Massachusetts
$420K
Vontobel Holding
772
Vontobel Holding
Switzerland
$420K
BC
773
Bruce & Co
Illinois
$416K
CG
774
Cynosure Group
Utah
$411K
BWM
775
Braeburn Wealth Management
Michigan
$408K