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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
CB
1126
CNB Bank
Pennsylvania
$59.5K
API
1127
Asset Planning Inc
California
$58.8K
BC
1128
Barrett & Company
Rhode Island
$56.9K
CTWM
1129
Cherry Tree Wealth Management
Minnesota
$54.9K
BGAI
1130
Bruce G. Allen Investments
Colorado
$52.8K
OAM
1131
Ostrum Asset Management
France
$52.3K
EW
1132
Elyxium Wealth
California
$52.3K
SSG
1133
Summit Securities Group
New York
$51K
MB
1134
MidFirst Bank
Oklahoma
$50.8K
PWPS
1135
Pinnacle Wealth Planning Services
Ohio
$50K
BFP
1136
Birchwood Financial Partners
Minnesota
$49.1K
LGWM
1137
Litman Gregory Wealth Management
California
$48.9K
ADL
1138
Asset Dedication LLC
California
$48.1K
SA
1139
Seneschal Advisors
Washington
$47.8K
DE
1140
DV Equities
Illinois
$47.7K
KFAS
1141
Keating Financial Advisory Services
Kansas
$47.1K
TFIPS
1142
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.4K
DMBA
1143
Deseret Mutual Benefit Administrators
Utah
$46.2K
FHC
1144
First Horizon Corporation
Tennessee
$45.7K
EIM
1145
Essex Investment Management
Massachusetts
$45.3K
HI
1146
Hoey Investments
Pennsylvania
$44.6K
SWM
1147
Spire Wealth Management
Virginia
$44.1K
SWA
1148
Strategic Wealth Advisors
Arizona
$43K
LC
1149
Lavaca Capital
Texas
$42.2K
MCA
1150
Maryland Capital Advisors
Maryland
$42K