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WEC Energy

1,331 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
1,331
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
TF
1026
Tompkins Financial
New York
$211K
TCWA
1027
Turtle Creek Wealth Advisors
Texas
$211K
SWA
1028
ShankerValleau Wealth Advisors
Illinois
$210K
PL
1029
Plancorp LLC
Missouri
$208K
EA
1030
Everpar Advisors
Oklahoma
$207K
AWE
1031
Avidian Wealth Enterprises
Texas
$207K
CBTWT
1032
Community Bank & Trust (Waco, Texas)
Texas
$207K
OIS
1033
OneAscent Investment Solutions
Alabama
$206K
EIA
1034
Edgemoor Investment Advisors
Maryland
$206K
FMI
1035
Frec Markets Inc
California
$205K
OL
1036
Optas LLC
Texas
$205K
CAG
1037
Crestwood Advisors Group
Massachusetts
$205K
AA
1038
Addison Advisors
Vermont
$205K
DAC
1039
Dividend Assets Capital
South Carolina
$204K
GFA
1040
Gladwyn Financial Advisors
Virginia
$203K
AO
1041
Advisor OS
Illinois
$203K
OFS
1042
OMC Financial Services
New York
$203K
HIP
1043
HUB Investment Partners
Texas
$202K
PCWA
1044
Pacific Capital Wealth Advisors
California
$201K
BRM
1045
Boston Research & Management
Massachusetts
$200K
FCAS
1046
First Command Advisory Services
Texas
$198K
CIA
1047
Cape Investment Advisory
Georgia
$198K
HBT
1048
Hills Bank & Trust
Iowa
$198K
CBT
1049
Crews Bank & Trust
Florida
$191K
FHA
1050
Flagship Harbor Advisors
Massachusetts
$191K