WEC icon

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
DCA
876
DSG Capital Advisors
Minnesota
$306K
BIA
877
Beacon Investment Advisors
Maryland
$306K
CC
878
Courier Capital
New York
$306K
PWP
879
Principle Wealth Partners
Connecticut
$305K
ESBC
880
E.S. Barr & Co
Kentucky
$305K
HF
881
HRT Financial
New York
$304K
BWM
882
Buska Wealth Management
Wisconsin
$302K
7WCP
883
71 West Capital Partners
Massachusetts
$300K
TFS
884
truNorth Financial Services
Pennsylvania
$300K
CAAS
885
Capital Asset Advisory Services
Michigan
$299K
SAM
886
Summit Asset Management
Tennessee
$299K
SG
887
StoneX Group
New York
$298K
GIA
888
Gladstone Institutional Advisory
Florida
$298K
FWA
889
FSM Wealth Advisors
Ohio
$298K
IWC
890
Integrated Wealth Concepts
Massachusetts
$297K
BFIM
891
Beese Fulmer Investment Management
Ohio
$297K
QCG
892
Quadrant Capital Group
Ohio
$297K
MSWM
893
Master's Wealth Management
Pennsylvania
$296K
EW
894
Expressive Wealth
Illinois
$295K
MWM
895
MBE Wealth Management
Wisconsin
$295K
LWM
896
Lodestone Wealth Management
Washington
$294K
DLCIG
897
D.L. Carlson Investment Group
New Hampshire
$293K
NPF
898
Norris Perne & French
Michigan
$292K
AIM
899
Alhambra Investment Management
Florida
$292K
FCP
900
Fidelis Capital Partners
Florida
$291K