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