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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
CFB
976
Cullen/Frost Bankers
Texas
$236K
PFPG
977
Pinnacle Financial Partners (Georgia)
Georgia
$235K
MSWM
978
Mowery & Schoenfeld Wealth Management
Illinois
$234K
TAM
979
Tocqueville Asset Management
New York
$233K
PPC
980
Park Place Capital
Alabama
$233K
RFN
981
RDA Financial Network
Iowa
$232K
PCTC
982
Perkins Coie Trust Company
Washington
$232K
CWP
983
CFM Wealth Partners
Texas
$232K
CAM
984
Cozad Asset Management
Illinois
$231K
SLC
985
Second Line Capital
Louisiana
$231K
WP
986
WealthShield Partners
North Carolina
$230K
LAM
987
Longboard Asset Management
Arizona
$230K
S
988
Sunpointe
Missouri
$229K
Fisher Asset Management
989
Fisher Asset Management
Washington
$229K
CI
990
CX Institutional
Indiana
$229K
HIMS
991
Hager Investment Management Services
New Hampshire
$229K
ONSWM
992
Old North State Wealth Management
North Carolina
$228K
IWA
993
Inspirion Wealth Advisors
Illinois
$228K
HR
994
Howe & Rusling
New York
$228K
MW
995
Marble Wealth
Alabama
$228K
LCM
996
Liberty Capital Management
Michigan
$227K
BSTWA
997
Blake Schutter Theil Wealth Advisors
Ohio
$226K
VAG
998
VisionPoint Advisory Group
Texas
$224K
ANTB
999
AMG National Trust Bank
Colorado
$224K
KOMWMG
1000
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K