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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
NWMG
1376
National Wealth Management Group
Ohio
CM
1377
Capital Management
Virginia
SIA
1378
Strategic Investment Advisors
Michigan
P
1379
Pitcairn
Pennsylvania
WI
1380
WrapManager Inc
California
CCA
1381
Childress Capital Advisors
Texas
BTWM
1382
Baker Tilly Wealth Management
Wisconsin
BFW
1383
Brady Family Wealth
Missouri
FDDB
1384
Fidelity D&D Bancorp
Pennsylvania
FFIC
1385
First Fiduciary Investment Counsel
Ohio
FB
1386
Finward Bancorp
Indiana
TWM
1387
Tradition Wealth Management
Minnesota
CAM
1388
Clark Asset Management
New Hampshire
MFGM
1389
Marshall Financial Group (Maryland)
Maryland
EFSCE
1390
Enterprise Financial Services Corp (EFSC)
Missouri
IIM
1391
Ipswich Investment Management
Massachusetts
NCM
1392
Next Capital Management
New York
PHS
1393
Pekin Hardy Strauss
Illinois
CCWM
1394
Correct Capital Wealth Management
Missouri
BFA
1395
Bill Few Associates
Pennsylvania
CFS
1396
CRA Financial Services
New Jersey
LCM
1397
Lazari Capital Management
California
RCM
1398
Radnor Capital Management
Pennsylvania
SCM
1399
Shelton Capital Management
Colorado
SMAM
1400
Sugar Maple Asset Management
Wisconsin