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WEC Energy

1,318 hedge funds and large institutions have $28.6B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 508 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:

7% less capital invested

Capital invested by funds: $30.7B → $28.6B (-$2.07B)

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
1,318
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
CFM
1251
Cornerstone Financial Management
Massachusetts
$5.8K
TCM
1252
TD Capital Management
Tennessee
$5.74K
DWM
1253
Dogwood Wealth Management
Kansas
$5.38K
PIS
1254
POM Investment Strategies
North Carolina
$5.38K
HB
1255
Horizon Bancorp
Indiana
$5K
AW
1256
Avion Wealth
Texas
$5K
JSAM
1257
J. Safra Asset Management
New York
$4.75K
WAG
1258
Wilkerson Advisory Group
Missouri
$4.54K
GAFA
1259
Garton & Associates Financial Advisors
Kentucky
$4.34K
BFS
1260
Bare Financial Services
Pennsylvania
$4.32K
GEA
1261
Glen Eagle Advisors
New Jersey
$4.22K
RWS
1262
Retirement Wealth Solutions
Wisconsin
$4.17K
UFPG
1263
United Financial Planning Group
New York
$4.01K
IWM
1264
IMG Wealth Management
Florida
$3.8K
PWAM
1265
Private Wealth Asset Management
Iowa
$3.59K
PWMG
1266
Private Wealth Management Group
New Jersey
$3.59K
FF
1267
Friedenthal Financial
New Jersey
$3.27K
HWP
1268
Highline Wealth Partners
California
$3.27K
ANBT
1269
American National Bank & Trust
Texas
$3.16K
WCM
1270
Winthrop Capital Management
Indiana
$3K
BSB
1271
Bangor Savings Bank
Maine
$2.95K
EWP
1272
Elevation Wealth Partners
California
$2.85K
ME
1273
McIlrath & Eck
Washington
$2.85K
HNW
1274
High Note Wealth
Minnesota
$2.74K
BHWM
1275
Bay Harbor Wealth Management
Maryland
$2.74K