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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
KBFS
901
Kohmann Bosshard Financial Services
Ohio
$289K
EFS
902
Essex Financial Services
Connecticut
$289K
BB
903
Busey Bank
Illinois
$288K
SAI
904
Savvy Advisors Inc
New York
$286K
SP
905
Successful Portfolios
Florida
$286K
IWN
906
Independent Wealth Network
Iowa
$284K
LOPW
907
Live Oak Private Wealth
North Carolina
$284K
PFBT
908
Parkside Financial Bank & Trust
Missouri
$284K
AFP
909
Ausdal Financial Partners
Iowa
$283K
PPWP
910
Premier Path Wealth Partners
New Jersey
$282K
NAAA
911
New Age Alpha Advisors
New York
$282K
MM
912
MQS Management
New York
$282K
WAP
913
Wealthcare Advisory Partners
Pennsylvania
$281K
XT
914
XTX Topco
Cayman Islands
$281K
IIC
915
Ironwood Investment Counsel
Arizona
$280K
CCMG
916
Connecticut Capital Management Group
Connecticut
$278K
BC
917
Bowman & Company
Wisconsin
$278K
MG
918
Mather Group
Illinois
$278K
B
919
Bailard
California
$278K
APA
920
Astoria Portfolio Advisors
New York
$277K
CIAS
921
CFS Investment Advisory Services
New Jersey
$276K
MIM
922
MTM Investment Management
South Carolina
$275K
AIM
923
Advyzon Investment Management
Illinois
$275K
HWMG
924
Hurlow Wealth Management Group
Indiana
$275K
SGK
925
Steigerwald Gordon & Koch
Virginia
$275K