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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
SIM
1101
Sentry Investment Management
Wisconsin
$87K
DT
1102
DV Trading
Illinois
$85.1K
AIM
1103
Arcadia Investment Management
Michigan
$84.6K
JGCM
1104
Joseph Group Capital Management
Ohio
$84.4K
Loomis, Sayles & Company
1105
Loomis, Sayles & Company
Massachusetts
$81.2K
IBOK
1106
Independence Bank of Kentucky
Kentucky
$79.7K
CWP
1107
Concord Wealth Partners
Virginia
$79.3K
GKIM
1108
GW&K Investment Management
Massachusetts
$79K
AA
1109
Ancora Advisors
Ohio
$79K
SFCL
1110
Strengthening Families & Communities LLC
Massachusetts
$72.1K
LAS
1111
Lloyd Advisory Services
Georgia
$68.5K
FC
1112
Financial Consulate
Maryland
$67.9K
BOJHT
1113
Bank of Jackson Hole Trust
Wyoming
$66.7K
BC
1114
Bayforest Capital
United Kingdom
$66.5K
AGWCA
1115
Annis Gardner Whiting Capital Advisors
Florida
$65.9K
MCM
1116
Manchester Capital Management
Vermont
$65.5K
RFP
1117
Root Financial Partners
California
$64.6K
HCM
1118
Hollencrest Capital Management
California
$64.5K
TLA
1119
Tanglewood Legacy Advisors
Texas
$63.3K
FWA
1120
Flagship Wealth Advisors
Massachusetts
$63.3K
AIM
1121
Anchor Investment Management
South Carolina
$61.9K
RF
1122
Robbins Farley
New Hampshire
$61.6K
SJIM
1123
St. Johns Investment Management
Florida
$61.2K
GIA
1124
GHP Investment Advisors
Colorado
$60.4K
CB
1125
CNB Bank
Pennsylvania
$59.5K