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WEC Energy

1,333 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 171 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
1,333
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
SWM
1201
SHP Wealth Management
Massachusetts
$17.8K
TAM
1202
Tucker Asset Management
Colorado
$17.7K
FCT
1203
First Community Trust
Iowa
$17.5K
JWA
1204
JFS Wealth Advisors
Pennsylvania
$17.4K
TCM
1205
Triumph Capital Management
Colorado
$16.7K
EFMH
1206
E Fund Management (HK)
Hong Kong
$16.6K
KFP
1207
Kerr Financial Planning
California
$16.5K
PB
1208
Prosperity Bancshares
Texas
$16.3K
NWM
1209
Nova Wealth Management
Florida
$15.6K
WB
1210
Webster Bank
Connecticut
$15.1K
MCA
1211
Midwest Capital Advisors
Michigan
$14.3K
FFO
1212
Fortitude Family Office
Arizona
$14.2K
EPG
1213
Estate Planners Group
Pennsylvania
$14K
PP
1214
PFS Partners
New Jersey
$13.7K
MAM
1215
Meeder Asset Management
Ohio
$13.3K
RL
1216
Rogco LP
Oklahoma
$13.3K
CFS
1217
CGC Financial Services
Oregon
$12.7K
RDFA
1218
Ritter Daniher Financial Advisory
Ohio
$12.6K
FMP
1219
Financial Management Professionals
Texas
$12.2K
KB
1220
Kimelman & Baird
New York
$12.2K
GSWM
1221
Golden State Wealth Management
California
$12.1K
PWA
1222
Physician Wealth Advisors
Utah
$12.1K
KAS
1223
Kemnay Advisory Services
New York
$12.1K
DFA
1224
DHJJ Financial Advisors
Illinois
$11.8K
WAG
1225
Wiser Advisor Group
Arizona
$11.7K