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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
SGK
926
Steigerwald Gordon & Koch
Virginia
$275K
CISOA
927
Capital Investment Services of America
Wisconsin
$273K
PWAM
928
Pinnacle West Asset Management
Wyoming
$272K
JGUA
929
John G. Ullman & Associates
New York
$271K
CA
930
Continuum Advisory
Idaho
$270K
OA
931
Oxbow Advisors
Texas
$269K
AWM
932
Atticus Wealth Management
Florida
$268K
TIA
933
Tandem Investment Advisors
South Carolina
$267K
KFGK
934
Keystone Financial Group (Kentucky)
Kentucky
$266K
PWA
935
Providence Wealth Advisors
Illinois
$266K
IC
936
IEQ Capital
California
$265K
JWM
937
JGP Wealth Management
Oregon
$265K
IAIM
938
International Assets Investment Management
Florida
$264K
OFS
939
OneAscent Financial Services
Alabama
$264K
TAM
940
Titleist Asset Management
Texas
$263K
HCM
941
Howard Capital Management
Georgia
$263K
IWM
942
Integris Wealth Management
California
$261K
FBT
943
First Bankers Trust
Kentucky
$260K
WCM
944
Weaver Capital Management
Georgia
$260K
MPPLM
945
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$259K
CW
946
Code Waechter
Florida
$259K
BCP
947
Blue Chip Partners
Michigan
$259K
FFA
948
First Foundation Advisors
California
$259K
CCA
949
Checchi Capital Advisers
California
$258K
ATC
950
Argent Trust Co
Tennessee
$257K