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WEC Energy

1,318 hedge funds and large institutions have $28.6B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 508 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:

7% less capital invested

Capital invested by funds: $30.7B → $28.6B (-$2.07B)

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
1,318
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
HHGA
1401
Halbert Hargrove Global Advisors
California
MFG
1402
Mendota Financial Group
Wisconsin
MSWA
1403
Marshall & Sterling Wealth Advisors
New York
BDPWM
1404
Barnes Dennig Private Wealth Management
Ohio
KFP
1405
Keener Financial Planning
Texas
RS
1406
Rakuten Securities
Japan
IRC
1407
Investors Research Corp
Georgia
TCA
1408
Trifecta Capital Advisors
Illinois
GTAM
1409
Global Trust Asset Management
Florida
FGAM
1410
Financial Gravity Asset Management
Texas
WPA
1411
Wealth Preservation Advisors
Tennessee
MAM
1412
Marquette Asset Management
Minnesota
APM
1413
Advanced Portfolio Management
New York
AIC
1414
Archer Investment Corporation
Indiana
CCM
1415
Cloud Capital Management
Washington
CA
1416
Centerpoint Advisors
Massachusetts
CAM
1417
Clarity Asset Management
Iowa
LCM
1418
Logan Capital Management
Pennsylvania
GFWA
1419
Grey Fox Wealth Advisors
Delaware
HWA
1420
Heartwood Wealth Advisors
Virginia
SC
1421
Swan Capital
Florida
TIM
1422
Tortoise Investment Management
New York
SOW
1423
State of Wyoming
Wyoming
LOAME
1424
Lombard Odier Asset Management (Europe)
United Kingdom