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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
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$88.6K
VCM
1102
Versant Capital Management
Arizona
$88.3K
SIM
1103
Sentry Investment Management
Wisconsin
$87K
DT
1104
DV Trading
Illinois
$85.1K
AIM
1105
Arcadia Investment Management
Michigan
$84.6K
JGCM
1106
Joseph Group Capital Management
Ohio
$84.4K
Loomis, Sayles & Company
1107
Loomis, Sayles & Company
Massachusetts
$81.2K
IBOK
1108
Independence Bank of Kentucky
Kentucky
$79.7K
CWP
1109
Concord Wealth Partners
Virginia
$79.3K
GKIM
1110
GW&K Investment Management
Massachusetts
$79K
AA
1111
Ancora Advisors
Ohio
$79K
SFCL
1112
Strengthening Families & Communities LLC
Massachusetts
$72.1K
LAS
1113
Lloyd Advisory Services
Georgia
$68.5K
FC
1114
Financial Consulate
Maryland
$67.9K
BOJHT
1115
Bank of Jackson Hole Trust
Wyoming
$66.7K
BC
1116
Bayforest Capital
United Kingdom
$66.5K
AGWCA
1117
Annis Gardner Whiting Capital Advisors
Florida
$65.9K
MCM
1118
Manchester Capital Management
Vermont
$65.5K
RFP
1119
Root Financial Partners
California
$64.6K
HCM
1120
Hollencrest Capital Management
California
$64.5K
TLA
1121
Tanglewood Legacy Advisors
Texas
$63.3K
FWA
1122
Flagship Wealth Advisors
Massachusetts
$63.3K
AIM
1123
Anchor Investment Management
South Carolina
$61.9K
RF
1124
Robbins Farley
New Hampshire
$61.6K
SJIM
1125
St. Johns Investment Management
Florida
$61.2K