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WEC Energy

1,332 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
1,332
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
CMA
1301
Cedar Mountain Advisors
Oregon
$1.79K
MA
1302
MCF Advisors
Kentucky
$1.79K
CFG
1303
Clayton Financial Group
Missouri
$1.79K
Kayne Anderson Rudnick Investment Management
1304
Kayne Anderson Rudnick Investment Management
California
$1.69K
SG
1305
Sankala Group
Colorado
$1.64K
PWM
1306
Proathlete Wealth Management
Florida
$1.58K
DF
1307
DecisionPoint Financial
Arizona
$1.48K
GWM
1308
Greenline Wealth Management
Florida
$1.48K
BIA
1309
Bell Investment Advisors
California
$1.37K
WA
1310
WestEnd Advisors
North Carolina
$1.37K
PWA
1311
Principia Wealth Advisory
Texas
$1.37K
HHCP
1312
Hilton Head Capital Partners
South Carolina
$1.37K
IIM
1313
IFC & Insurance Marketing
California
$1K
ACA
1314
American Capital Advisory
Idaho
$950
LS
1315
Livforsakringsbolaget Skandia
Sweden
$905
CVM
1316
Cheviot Value Management
California
$880
WW
1317
Winnow Wealth
Texas
$848
NL
1318
NorthAvenue LLC
Ohio
$844
WA
1319
Whipplewood Advisors
Colorado
$844
CCM
1320
Chilton Capital Management
Texas
$739
HIA
1321
HFM Investment Advisors
New Jersey
$739
ACA
1322
Atlas Capital Advisors
Wyoming
$738
GCM
1323
Gunpowder Capital Management
Maryland
$738
NA
1324
Networth Advisors
Pennsylvania
$738
RWM
1325
Rialto Wealth Management
New York
$528