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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
CFO
1151
CVA Family Office
Colorado
$41.7K
AIA
1152
Aventus Investment Advisors
Florida
$40.1K
PSB
1153
Piscataqua Savings Bank
New Hampshire
$39.9K
OW
1154
Olistico Wealth
Oklahoma
$39.2K
HIIFS
1155
Harel Insurance Investments & Financial Services
Israel
$37K
WA
1156
WPG Advisers
Maryland
$36.7K
VWA
1157
Valued Wealth Advisors
Utah
$36.2K
VNA
1158
Valley National Advisers
Pennsylvania
$36K
EC
1159
Elequin Capital
New York
$35.8K
CFFP
1160
Center for Financial Planning
Michigan
$35.1K
GWSG
1161
GPS Wealth Strategies Group
Colorado
$35K
PFSC
1162
Peoples Financial Services Corp
Pennsylvania
$34.4K
OP
1163
ORG Partners
Indiana
$34.3K
VWWMG
1164
Vermillion & White Wealth Management Group
Pennsylvania
$32.9K
PMIM
1165
Prudent Man Investment Management
Colorado
$31.6K
GA
1166
GoalVest Advisory
New York
$31K
APW
1167
Atlantic Private Wealth
North Carolina
$30.7K
SCM
1168
Silvant Capital Management
Georgia
$30.6K
CPG
1169
Cornerstone Planning Group
New Jersey
$30.3K
LAM
1170
LOM Asset Management
$30.1K
NECFA
1171
New England Capital Financial Advisors
Connecticut
$29.4K
HIA
1172
Harbor Investment Advisory
Maryland
$29.3K
SL
1173
Salomon & Ludwin
Virginia
$27.9K
PGAM
1174
Princeton Global Asset Management
New Jersey
$27.8K
PMFA
1175
Plante Moran Financial Advisors
Michigan
$27K