WEC icon

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
IPWA
776
International Private Wealth Advisors
California
$408K
SAG
777
SageView Advisory Group
California
$407K
WFI
778
West Family Investments
California
$405K
FGA
779
Fortis Group Advisors
New Jersey
$401K
AP
780
Appleton Partners
Massachusetts
$401K
FBT
781
First Bank & Trust
South Dakota
$401K
SPW
782
Signet Private Wealth
Illinois
$400K
ST
783
Smithfield Trust
Pennsylvania
$400K
BOPW
784
Brandywine Oak Private Wealth
Pennsylvania
$400K
MCM
785
McDonough Capital Management
Florida
$399K
IPW
786
Impact Partnership Wealth
Georgia
$398K
PWP
787
Phillips Wealth Planners
Mississippi
$396K
HDIM
788
Hanson & Doremus Investment Management
Vermont
$395K
IWS
789
Insight Wealth Strategies
California
$395K
AWA
790
Arete Wealth Advisors
Illinois
$394K
GT
791
Glenview Trust
Kentucky
$393K
ZIC
792
ZWJ Investment Counsel
Georgia
$392K
AF
793
Advisornet Financial
Minnesota
$391K
WA
794
WealthTrust Axiom
Pennsylvania
$387K
ZIM
795
Zacks Investment Management
Illinois
$387K
SFS
796
Sowell Financial Services
Arkansas
$386K
DSC
797
Duncker Streett & Co
Missouri
$386K
CAI
798
Capital Advisors Inc
Oklahoma
$383K
PWM
799
Perigon Wealth Management
California
$382K
DAS
800
Dynamic Advisor Solutions
Arizona
$381K