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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
MFG
1426
Mendota Financial Group
Wisconsin
MSWA
1427
Marshall & Sterling Wealth Advisors
New York
BDPWM
1428
Barnes Dennig Private Wealth Management
Ohio
RS
1429
Rakuten Securities
Japan
KFP
1430
Keener Financial Planning
Texas
IRC
1431
Investors Research Corp
Georgia
TCA
1432
Trifecta Capital Advisors
Illinois
GTAM
1433
Global Trust Asset Management
Florida
FGAM
1434
Financial Gravity Asset Management
Texas
WPA
1435
Wealth Preservation Advisors
Tennessee
MAM
1436
Marquette Asset Management
Minnesota
APM
1437
Advanced Portfolio Management
New York
AIC
1438
Archer Investment Corporation
Indiana
CCM
1439
Cloud Capital Management
Washington
CAM
1440
Clarity Asset Management
Iowa
CA
1441
Centerpoint Advisors
Massachusetts
HWA
1442
Heartwood Wealth Advisors
Virginia
LCM
1443
Logan Capital Management
Pennsylvania
GFWA
1444
Grey Fox Wealth Advisors
Delaware
SC
1445
Swan Capital
Florida
TIM
1446
Tortoise Investment Management
New York
SOW
1447
State of Wyoming
Wyoming
LOAME
1448
Lombard Odier Asset Management (Europe)
United Kingdom