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WEC Energy

1,330 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
1,330
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
TCM
1401
TruNorth Capital Management
Michigan
JWM
1402
JPL Wealth Management
Colorado
RBI
1403
Raiffeisen Bank International
Austria
PCM
1404
Perritt Capital Management
Illinois
SIC
1405
Salem Investment Counselors
North Carolina
SWA
1406
SOA Wealth Advisors
New York
FFWM
1407
Future Financial Wealth Management
Ohio
RA
1408
Rise Advisors
New York
VC
1409
Vestor Capital
Illinois
OCM
1410
Osterweis Capital Management
California
CBT
1411
CoreFirst Bank & Trust
Kansas
ABWM
1412
Alpine Bank Wealth Management
Colorado
HHGA
1413
Halbert Hargrove Global Advisors
California
MFG
1414
Mendota Financial Group
Wisconsin
MSWA
1415
Marshall & Sterling Wealth Advisors
New York
BDPWM
1416
Barnes Dennig Private Wealth Management
Ohio
RS
1417
Rakuten Securities
Japan
KFP
1418
Keener Financial Planning
Texas
IRC
1419
Investors Research Corp
Georgia
TCA
1420
Trifecta Capital Advisors
Illinois
GTAM
1421
Global Trust Asset Management
Florida
FGAM
1422
Financial Gravity Asset Management
Texas
WPA
1423
Wealth Preservation Advisors
Tennessee
MAM
1424
Marquette Asset Management
Minnesota
APM
1425
Advanced Portfolio Management
New York