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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
FGA
776
Fortis Group Advisors
New Jersey
$401K
AP
777
Appleton Partners
Massachusetts
$401K
FBT
778
First Bank & Trust
South Dakota
$401K
SPW
779
Signet Private Wealth
Illinois
$400K
ST
780
Smithfield Trust
Pennsylvania
$400K
BOPW
781
Brandywine Oak Private Wealth
Pennsylvania
$400K
MCM
782
McDonough Capital Management
Florida
$399K
IPW
783
Impact Partnership Wealth
Georgia
$398K
PWP
784
Phillips Wealth Planners
Mississippi
$396K
HDIM
785
Hanson & Doremus Investment Management
Vermont
$395K
IWS
786
Insight Wealth Strategies
California
$395K
AWA
787
Arete Wealth Advisors
Illinois
$394K
GT
788
Glenview Trust
Kentucky
$393K
ZIC
789
ZWJ Investment Counsel
Georgia
$392K
AF
790
Advisornet Financial
Minnesota
$391K
WA
791
WealthTrust Axiom
Pennsylvania
$387K
ZIM
792
Zacks Investment Management
Illinois
$387K
SFS
793
Sowell Financial Services
Arkansas
$386K
DSC
794
Duncker Streett & Co
Missouri
$386K
CAI
795
Capital Advisors Inc
Oklahoma
$383K
PWM
796
Perigon Wealth Management
California
$382K
DAS
797
Dynamic Advisor Solutions
Arizona
$381K
IA
798
Integrity Alliance
Iowa
$380K
NP
799
Nilsine Partners
Colorado
$378K
MGIA
800
Moneta Group Investment Advisors
Missouri
$377K