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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
LWM
951
Liberty Wealth Management
California
$252K
DWM
952
Drive Wealth Management
Utah
$251K
TPI
953
Trust Point Inc
Wisconsin
$251K
PCI
954
Planning Center Inc
Illinois
$251K
TNBTD
955
Trustmark National Bank Trust Department
Mississippi
$251K
MIM
956
Meridiem Investment Management
United Kingdom
$251K
OF
957
Optimize Financial
California
$250K
BEAM
958
Baker Ellis Asset Management
Washington
$250K
HP
959
Hilltop Partners
Indiana
$250K
TWP
960
Tower Wealth Partners
Pennsylvania
$249K
CIA
961
Choate Investment Advisors
Massachusetts
$248K
SPC
962
Spirepoint Private Client
Florida
$247K
GL
963
GuidedMoney, LLC
Wisconsin
$246K
PFA
964
Pure Financial Advisors
California
$245K
AUB
965
Atlantic Union Bankshares
Virginia
$244K
LC
966
LCNB Corp
Ohio
$244K
AWAP
967
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K
AOWM
968
Asset One Wealth Management
Washington
$243K
PHWA
969
Petersen Hastings Wealth Advisors
Washington
$241K
SIS
970
Sound Income Strategies
Florida
$241K
IP
971
Isthmus Partners
Wisconsin
$238K
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$237K
CFB
973
Cullen/Frost Bankers
Texas
$236K
PFPG
974
Pinnacle Financial Partners (Georgia)
Georgia
$235K
MSWM
975
Mowery & Schoenfeld Wealth Management
Illinois
$234K