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WEC Energy

1,342 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 512 increasing their positions, 422 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 (-$1.98B)

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
1,342
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
JSAM
1276
J. Safra Asset Management
New York
$4.75K
WAG
1277
Wilkerson Advisory Group
Missouri
$4.54K
GAFA
1278
Garton & Associates Financial Advisors
Kentucky
$4.34K
BFS
1279
Bare Financial Services
Pennsylvania
$4.32K
GEA
1280
Glen Eagle Advisors
New Jersey
$4.22K
RWS
1281
Retirement Wealth Solutions
Wisconsin
$4.17K
UFPG
1282
United Financial Planning Group
New York
$4.01K
IWM
1283
IMG Wealth Management
Florida
$3.8K
PWAM
1284
Private Wealth Asset Management
Iowa
$3.59K
PWMG
1285
Private Wealth Management Group
New Jersey
$3.59K
BW
1286
Bravera Wealth
North Dakota
$3.48K
FF
1287
Friedenthal Financial
New Jersey
$3.27K
HWP
1288
Highline Wealth Partners
California
$3.27K
ANBT
1289
American National Bank & Trust
Texas
$3.16K
WCM
1290
Winthrop Capital Management
Indiana
$3K
BSB
1291
Bangor Savings Bank
Maine
$2.95K
EWP
1292
Elevation Wealth Partners
California
$2.85K
ME
1293
McIlrath & Eck
Washington
$2.85K
HNW
1294
High Note Wealth
Minnesota
$2.74K
BHWM
1295
Bay Harbor Wealth Management
Maryland
$2.74K
OPTFSNA
1296
Old Point Trust & Financial Services N A
Virginia
$2.64K
IW
1297
Imprint Wealth
South Carolina
$2.53K
WTC
1298
WhitTier Trust Company
Nevada
$2.33K
AP
1299
Aspect Partners
Virginia
$2.32K
CWP
1300
Clark Wealth Partners
Illinois
$2.21K