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WEC Energy

1,331 hedge funds and large institutions have $28.7B invested in WEC Energy in 2025 Q4 according to their latest regulatory filings, with 170 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
1,331
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
CCA
1401
Catalyst Capital Advisors
New York
TCM
1402
TruNorth Capital Management
Michigan
JWM
1403
JPL Wealth Management
Colorado
RBI
1404
Raiffeisen Bank International
Austria
PCM
1405
Perritt Capital Management
Illinois
SIC
1406
Salem Investment Counselors
North Carolina
SWA
1407
SOA Wealth Advisors
New York
FFWM
1408
Future Financial Wealth Management
Ohio
RA
1409
Rise Advisors
New York
VC
1410
Vestor Capital
Illinois
OCM
1411
Osterweis Capital Management
California
CBT
1412
CoreFirst Bank & Trust
Kansas
ABWM
1413
Alpine Bank Wealth Management
Colorado
HHGA
1414
Halbert Hargrove Global Advisors
California
MFG
1415
Mendota Financial Group
Wisconsin
MSWA
1416
Marshall & Sterling Wealth Advisors
New York
BDPWM
1417
Barnes Dennig Private Wealth Management
Ohio
RS
1418
Rakuten Securities
Japan
KFP
1419
Keener Financial Planning
Texas
IRC
1420
Investors Research Corp
Georgia
TCA
1421
Trifecta Capital Advisors
Illinois
GTAM
1422
Global Trust Asset Management
Florida
FGAM
1423
Financial Gravity Asset Management
Texas
WPA
1424
Wealth Preservation Advisors
Tennessee
MAM
1425
Marquette Asset Management
Minnesota