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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
SAI
901
Savvy Advisors Inc
New York
$286K
SP
902
Successful Portfolios
Florida
$286K
IWN
903
Independent Wealth Network
Iowa
$284K
LOPW
904
Live Oak Private Wealth
North Carolina
$284K
PFBT
905
Parkside Financial Bank & Trust
Missouri
$284K
AFP
906
Ausdal Financial Partners
Iowa
$283K
PPWP
907
Premier Path Wealth Partners
New Jersey
$282K
NAAA
908
New Age Alpha Advisors
New York
$282K
MM
909
MQS Management
New York
$282K
WAP
910
Wealthcare Advisory Partners
Pennsylvania
$281K
XT
911
XTX Topco
Cayman Islands
$281K
IIC
912
Ironwood Investment Counsel
Arizona
$280K
CCMG
913
Connecticut Capital Management Group
Connecticut
$278K
BC
914
Bowman & Company
Wisconsin
$278K
MG
915
Mather Group
Illinois
$278K
B
916
Bailard
California
$278K
APA
917
Astoria Portfolio Advisors
New York
$277K
CIAS
918
CFS Investment Advisory Services
New Jersey
$276K
MIM
919
MTM Investment Management
South Carolina
$275K
AIM
920
Advyzon Investment Management
Illinois
$275K
HWMG
921
Hurlow Wealth Management Group
Indiana
$275K
SGK
922
Steigerwald Gordon & Koch
Virginia
$275K
CISOA
923
Capital Investment Services of America
Wisconsin
$273K
PWAM
924
Pinnacle West Asset Management
Wyoming
$272K
JGUA
925
John G. Ullman & Associates
New York
$271K