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WEC Energy

1,330 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
1,330
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
KOMWMG
1001
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K
ACM
1002
Aster Capital Management
United Arab Emirates
$223K
CWM
1003
Connecticut Wealth Management
Connecticut
$222K
ESB
1004
Essex Savings Bank
Connecticut
$221K
GWM
1005
Greenwich Wealth Management
Connecticut
$220K
USCWA
1006
U.S. Capital Wealth Advisors
Texas
$219K
Empower Advisory Group
1007
Empower Advisory Group
Colorado
$219K
NRS
1008
Neville Rodie & Shaw
New York
$219K
PIA
1009
Perennial Investment Advisors
California
$219K
SW
1010
SVB Wealth
Massachusetts
$219K
ET
1011
Equitable Trust
Tennessee
$217K
GLA
1012
Great Lakes Advisors
Illinois
$217K
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$216K
PVI
1014
Pine Valley Investments
New Jersey
$216K
CIA
1015
Capital Investment Advisors
Georgia
$216K
PFA
1016
Plotkin Financial Advisors
Maryland
$215K
KL
1017
KilterHowling LLC
Colorado
$215K
IC
1018
Inscription Capital
Texas
$215K
CA
1019
COFG Advisors
Illinois
$214K
HFA
1020
High Falls Advisors
New York
$213K
CAM
1021
Concorde Asset Management
Michigan
$213K
FMTC
1022
Farmers & Merchants Trust Company
California
$213K
VFA
1023
Valeo Financial Advisors
Indiana
$213K
FMTCOCP
1024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K
TF
1025
Tompkins Financial
New York
$211K