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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
JGCM
1101
Joseph Group Capital Management
Ohio
$84.4K
Loomis, Sayles & Company
1102
Loomis, Sayles & Company
Massachusetts
$81.2K
IBOK
1103
Independence Bank of Kentucky
Kentucky
$79.7K
CWP
1104
Concord Wealth Partners
Virginia
$79.3K
GKIM
1105
GW&K Investment Management
Massachusetts
$79K
AA
1106
Ancora Advisors
Ohio
$79K
SFCL
1107
Strengthening Families & Communities LLC
Massachusetts
$72.1K
LAS
1108
Lloyd Advisory Services
Georgia
$68.5K
FC
1109
Financial Consulate
Maryland
$67.9K
BOJHT
1110
Bank of Jackson Hole Trust
Wyoming
$66.7K
BC
1111
Bayforest Capital
United Kingdom
$66.5K
AGWCA
1112
Annis Gardner Whiting Capital Advisors
Florida
$65.9K
MCM
1113
Manchester Capital Management
Vermont
$65.5K
RFP
1114
Root Financial Partners
California
$64.6K
HCM
1115
Hollencrest Capital Management
California
$64.5K
TLA
1116
Tanglewood Legacy Advisors
Texas
$63.3K
FWA
1117
Flagship Wealth Advisors
Massachusetts
$63.3K
AIM
1118
Anchor Investment Management
South Carolina
$61.9K
RF
1119
Robbins Farley
New Hampshire
$61.6K
SJIM
1120
St. Johns Investment Management
Florida
$61.2K
GIA
1121
GHP Investment Advisors
Colorado
$60.4K
CB
1122
CNB Bank
Pennsylvania
$59.5K
API
1123
Asset Planning Inc
California
$58.8K
BC
1124
Barrett & Company
Rhode Island
$56.9K
CTWM
1125
Cherry Tree Wealth Management
Minnesota
$54.9K