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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
FPGK
1401
Financial Partners Group (Kansas)
Kansas
CCA
1402
Catalyst Capital Advisors
New York
TCM
1403
TruNorth Capital Management
Michigan
JWM
1404
JPL Wealth Management
Colorado
RBI
1405
Raiffeisen Bank International
Austria
PCM
1406
Perritt Capital Management
Illinois
SIC
1407
Salem Investment Counselors
North Carolina
SWA
1408
SOA Wealth Advisors
New York
FFWM
1409
Future Financial Wealth Management
Ohio
RA
1410
Rise Advisors
New York
VC
1411
Vestor Capital
Illinois
OCM
1412
Osterweis Capital Management
California
CBT
1413
CoreFirst Bank & Trust
Kansas
ABWM
1414
Alpine Bank Wealth Management
Colorado
HHGA
1415
Halbert Hargrove Global Advisors
California
MFG
1416
Mendota Financial Group
Wisconsin
MSWA
1417
Marshall & Sterling Wealth Advisors
New York
BDPWM
1418
Barnes Dennig Private Wealth Management
Ohio
RS
1419
Rakuten Securities
Japan
KFP
1420
Keener Financial Planning
Texas
IRC
1421
Investors Research Corp
Georgia
TCA
1422
Trifecta Capital Advisors
Illinois
GTAM
1423
Global Trust Asset Management
Florida
FGAM
1424
Financial Gravity Asset Management
Texas
WPA
1425
Wealth Preservation Advisors
Tennessee