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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
TCWA
1026
Turtle Creek Wealth Advisors
Texas
$211K
SWA
1027
ShankerValleau Wealth Advisors
Illinois
$210K
PL
1028
Plancorp LLC
Missouri
$208K
EA
1029
Everpar Advisors
Oklahoma
$207K
AWE
1030
Avidian Wealth Enterprises
Texas
$207K
CBTWT
1031
Community Bank & Trust (Waco, Texas)
Texas
$207K
OIS
1032
OneAscent Investment Solutions
Alabama
$206K
EIA
1033
Edgemoor Investment Advisors
Maryland
$206K
FMI
1034
Frec Markets Inc
California
$205K
OL
1035
Optas LLC
Texas
$205K
CAG
1036
Crestwood Advisors Group
Massachusetts
$205K
AA
1037
Addison Advisors
Vermont
$205K
DAC
1038
Dividend Assets Capital
South Carolina
$204K
GFA
1039
Gladwyn Financial Advisors
Virginia
$203K
AO
1040
Advisor OS
Illinois
$203K
OFS
1041
OMC Financial Services
New York
$203K
HIP
1042
HUB Investment Partners
Texas
$202K
PCWA
1043
Pacific Capital Wealth Advisors
California
$201K
BRM
1044
Boston Research & Management
Massachusetts
$200K
FCAS
1045
First Command Advisory Services
Texas
$198K
CIA
1046
Cape Investment Advisory
Georgia
$198K
HBT
1047
Hills Bank & Trust
Iowa
$198K
CBT
1048
Crews Bank & Trust
Florida
$191K
FHA
1049
Flagship Harbor Advisors
Massachusetts
$191K
VT
1050
Volterra Technologies
New York
$190K