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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
KFGG
951
Keystone Financial Group (Georgia)
Georgia
$255K
CST
952
Charles Schwab Trust
Nevada
$254K
RBFC
953
Roman Butler Fullerton & Co
Missouri
$253K
CIM
954
Cambria Investment Management
California
$253K
LWM
955
Liberty Wealth Management
California
$252K
DWM
956
Drive Wealth Management
Utah
$251K
TPI
957
Trust Point Inc
Wisconsin
$251K
PCI
958
Planning Center Inc
Illinois
$251K
TNBTD
959
Trustmark National Bank Trust Department
Mississippi
$251K
MIM
960
Meridiem Investment Management
United Kingdom
$251K
OF
961
Optimize Financial
California
$250K
BEAM
962
Baker Ellis Asset Management
Washington
$250K
HP
963
Hilltop Partners
Indiana
$250K
TWP
964
Tower Wealth Partners
Pennsylvania
$249K
CIA
965
Choate Investment Advisors
Massachusetts
$248K
SPC
966
Spirepoint Private Client
Florida
$247K
G
967
GuidedMoney
Wisconsin
$246K
PFA
968
Pure Financial Advisors
California
$245K
AUB
969
Atlantic Union Bankshares
Virginia
$244K
LC
970
LCNB Corp
Ohio
$244K
AWAP
971
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K
AOWM
972
Asset One Wealth Management
Washington
$243K
PHWA
973
Petersen Hastings Wealth Advisors
Washington
$241K
SIS
974
Sound Income Strategies
Florida
$241K
IP
975
Isthmus Partners
Wisconsin
$238K