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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
NSG
1251
Nalls Sherbakoff Group
Tennessee
$6.81K
DWM
1252
Darwin Wealth Management
Florida
$6.75K
ACM
1253
Accent Capital Management
Ohio
$6.64K
BWL
1254
Bogart Wealth LLC
Virginia
$6.64K
RFA
1255
Reyes Financial Architecture
California
$6.43K
STB
1256
S&T Bank
Pennsylvania
$6.43K
1IA
1257
1620 Investment Advisors
Massachusetts
$6.22K
CP
1258
Camelot Portfolios
Ohio
$6.22K
AWM
1259
Abound Wealth Management
Tennessee
$5.92K
FG
1260
Fairman Group
Pennsylvania
$5.8K
CFM
1261
Cornerstone Financial Management
Massachusetts
$5.8K
TCM
1262
TD Capital Management
Tennessee
$5.74K
DWM
1263
Dogwood Wealth Management
Kansas
$5.38K
PIS
1264
POM Investment Strategies
North Carolina
$5.38K
HB
1265
Horizon Bancorp
Indiana
$5K
AW
1266
Avion Wealth
Texas
$5K
JSAM
1267
J. Safra Asset Management
New York
$4.75K
WAG
1268
Wilkerson Advisory Group
Missouri
$4.54K
GAFA
1269
Garton & Associates Financial Advisors
Kentucky
$4.34K
BFS
1270
Bare Financial Services
Pennsylvania
$4.32K
GEA
1271
Glen Eagle Advisors
New Jersey
$4.22K
RWS
1272
Retirement Wealth Solutions
Wisconsin
$4.17K
UFPG
1273
United Financial Planning Group
New York
$4.01K
IWM
1274
IMG Wealth Management
Florida
$3.8K
PWAM
1275
Private Wealth Asset Management
Iowa
$3.59K