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