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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
IIM
1401
Ipswich Investment Management
Massachusetts
NCM
1402
Next Capital Management
New York
PHS
1403
Pekin Hardy Strauss
Illinois
CCWM
1404
Correct Capital Wealth Management
Missouri
BFA
1405
Bill Few Associates
Pennsylvania
CFS
1406
CRA Financial Services
New Jersey
LCM
1407
Lazari Capital Management
California
RCM
1408
Radnor Capital Management
Pennsylvania
SMAM
1409
Sugar Maple Asset Management
Wisconsin
SCM
1410
Shelton Capital Management
Colorado
FPGK
1411
Financial Partners Group (Kansas)
Kansas
CCA
1412
Catalyst Capital Advisors
New York
TCM
1413
TruNorth Capital Management
Michigan
JWM
1414
JPL Wealth Management
Colorado
RBI
1415
Raiffeisen Bank International
Austria
PCM
1416
Perritt Capital Management
Illinois
SIC
1417
Salem Investment Counselors
North Carolina
SWA
1418
SOA Wealth Advisors
New York
FFWM
1419
Future Financial Wealth Management
Ohio
RA
1420
Rise Advisors
New York
VC
1421
Vestor Capital
Illinois
OCM
1422
Osterweis Capital Management
California
CBT
1423
CoreFirst Bank & Trust
Kansas
ABWM
1424
Alpine Bank Wealth Management
Colorado
HHGA
1425
Halbert Hargrove Global Advisors
California