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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
SWA
1026
ShankerValleau Wealth Advisors
Illinois
$210K
PL
1027
Plancorp LLC
Missouri
$208K
EA
1028
Everpar Advisors
Oklahoma
$207K
AWE
1029
Avidian Wealth Enterprises
Texas
$207K
CBTWT
1030
Community Bank & Trust (Waco, Texas)
Texas
$207K
OIS
1031
OneAscent Investment Solutions
Alabama
$206K
EIA
1032
Edgemoor Investment Advisors
Maryland
$206K
FMI
1033
Frec Markets Inc
California
$205K
OL
1034
Optas LLC
Texas
$205K
CAG
1035
Crestwood Advisors Group
Massachusetts
$205K
AA
1036
Addison Advisors
Vermont
$205K
DAC
1037
Dividend Assets Capital
South Carolina
$204K
GFA
1038
Gladwyn Financial Advisors
Virginia
$203K
AO
1039
Advisor OS
Illinois
$203K
OFS
1040
OMC Financial Services
New York
$203K
HIP
1041
HUB Investment Partners
Texas
$202K
PCWA
1042
Pacific Capital Wealth Advisors
California
$201K
BRM
1043
Boston Research & Management
Massachusetts
$200K
FCAS
1044
First Command Advisory Services
Texas
$198K
CIA
1045
Cape Investment Advisory
Georgia
$198K
HBT
1046
Hills Bank & Trust
Iowa
$198K
CBT
1047
Crews Bank & Trust
Florida
$191K
FHA
1048
Flagship Harbor Advisors
Massachusetts
$191K
VT
1049
Volterra Technologies
New York
$190K
MMG
1050
Monetary Management Group
Missouri
$185K