WEC icon

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
AWE
1026
Avidian Wealth Enterprises
Texas
$207K
CBTWT
1027
Community Bank & Trust (Waco, Texas)
Texas
$207K
OIS
1028
OneAscent Investment Solutions
Alabama
$206K
EIA
1029
Edgemoor Investment Advisors
Maryland
$206K
FMI
1030
Frec Markets Inc
California
$205K
OL
1031
Optas LLC
Texas
$205K
CAG
1032
Crestwood Advisors Group
Massachusetts
$205K
AA
1033
Addison Advisors
Vermont
$205K
DAC
1034
Dividend Assets Capital
South Carolina
$204K
GFA
1035
Gladwyn Financial Advisors
Virginia
$203K
AO
1036
Advisor OS
Illinois
$203K
OFS
1037
OMC Financial Services
New York
$203K
HIP
1038
HUB Investment Partners
Texas
$202K
PCWA
1039
Pacific Capital Wealth Advisors
California
$201K
BRM
1040
Boston Research & Management
Massachusetts
$200K
FCAS
1041
First Command Advisory Services
Texas
$198K
CIA
1042
Cape Investment Advisory
Georgia
$198K
HBT
1043
Hills Bank & Trust
Iowa
$198K
CBT
1044
Crews Bank & Trust
Florida
$191K
FHA
1045
Flagship Harbor Advisors
Massachusetts
$191K
VT
1046
Volterra Technologies
New York
$190K
MMG
1047
Monetary Management Group
Missouri
$185K
RFS
1048
Richardson Financial Services
Massachusetts
$182K
LFG
1049
Larson Financial Group
Missouri
$179K
HP
1050
Havemeyer Place
Connecticut
$172K