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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
GWM
1001
Greenwich Wealth Management
Connecticut
$220K
USCWA
1002
U.S. Capital Wealth Advisors
Texas
$219K
Empower Advisory Group
1003
Empower Advisory Group
Colorado
$219K
NRS
1004
Neville Rodie & Shaw
New York
$219K
PIA
1005
Perennial Investment Advisors
California
$219K
SW
1006
SVB Wealth
Massachusetts
$219K
ET
1007
Equitable Trust
Tennessee
$217K
GLA
1008
Great Lakes Advisors
Illinois
$217K
FMLI
1009
Fukoku Mutual Life Insurance
Japan
$216K
PVI
1010
Pine Valley Investments
New Jersey
$216K
CIA
1011
Capital Investment Advisors
Georgia
$216K
PFA
1012
Plotkin Financial Advisors
Maryland
$215K
KL
1013
KilterHowling LLC
Colorado
$215K
IC
1014
Inscription Capital
Texas
$215K
CA
1015
COFG Advisors
Illinois
$214K
HFA
1016
High Falls Advisors
New York
$213K
CAM
1017
Concorde Asset Management
Michigan
$213K
FMTC
1018
Farmers & Merchants Trust Company
California
$213K
VFA
1019
Valeo Financial Advisors
Indiana
$213K
FMTCOCP
1020
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K
TF
1021
Tompkins Financial
New York
$211K
TCWA
1022
Turtle Creek Wealth Advisors
Texas
$211K
SWA
1023
ShankerValleau Wealth Advisors
Illinois
$210K
PL
1024
Plancorp LLC
Missouri
$208K
EA
1025
Everpar Advisors
Oklahoma
$207K