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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
GIA
1126
GHP Investment Advisors
Colorado
$60.4K
CB
1127
CNB Bank
Pennsylvania
$59.5K
API
1128
Asset Planning Inc
California
$58.8K
BC
1129
Barrett & Company
Rhode Island
$56.9K
CTWM
1130
Cherry Tree Wealth Management
Minnesota
$54.9K
BGAI
1131
Bruce G. Allen Investments
Colorado
$52.8K
OAM
1132
Ostrum Asset Management
France
$52.3K
EW
1133
Elyxium Wealth
California
$52.3K
SSG
1134
Summit Securities Group
New York
$51K
MB
1135
MidFirst Bank
Oklahoma
$50.8K
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$50K
BFP
1137
Birchwood Financial Partners
Minnesota
$49.1K
LGWM
1138
Litman Gregory Wealth Management
California
$48.9K
ADL
1139
Asset Dedication LLC
California
$48.1K
SA
1140
Seneschal Advisors
Washington
$47.8K
DE
1141
DV Equities
Illinois
$47.7K
KFAS
1142
Keating Financial Advisory Services
Kansas
$47.1K
TFIPS
1143
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.4K
DMBA
1144
Deseret Mutual Benefit Administrators
Utah
$46.2K
FHC
1145
First Horizon Corporation
Tennessee
$45.7K
EIM
1146
Essex Investment Management
Massachusetts
$45.3K
HI
1147
Hoey Investments
Pennsylvania
$44.6K
SWM
1148
Spire Wealth Management
Virginia
$44.1K
SWA
1149
Strategic Wealth Advisors
Arizona
$43K
LC
1150
Lavaca Capital
Texas
$42.2K