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WEC Energy

1,251 hedge funds and large institutions have $27.5B invested in WEC Energy in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 528 increasing their positions, 385 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 1,2621,251 (-11)

3% less capital invested

Capital invested by funds: $28.4B → $27.5B (-$885M)

30% less call options, than puts

Call options by funds: $74.2M | Put options by funds: $106M

Holders
1,251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74.2M
Puts
$106M
Net Calls
Net Calls Change

Top Buyers

1 +$85.1M
2 +$66.6M
3 +$61.7M
4
Marshall Wace
Marshall Wace
United Kingdom
+$60.6M
5
Goldman Sachs
Goldman Sachs
New York
+$54.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPS
326
Susquehanna Portfolio Strategies
Pennsylvania
$2.91M
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$2.87M
LF
328
Lantz Financial
Illinois
$2.86M
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$2.84M
RIL
330
Rothschild Investment LLC
Illinois
$2.81M
AW
331
Apricus Wealth
South Carolina
$2.8M
MPPW
332
Mitchell & Pahl Private Wealth
Oklahoma
$2.79M
PAG
333
Private Advisor Group
New Jersey
$2.79M
BF
334
BOK Financial
Oklahoma
$2.78M
LFAS
335
Level Four Advisory Services
Texas
$2.73M
VA
336
Vident Advisory
Georgia
$2.73M
PFM
337
Patton Fund Management
Texas
$2.7M
HAG
338
HighPoint Advisor Group
Illinois
$2.7M
Brown Advisory
339
Brown Advisory
Maryland
$2.68M
PS
340
Principal Securities
Iowa
$2.67M
NIM
341
NEOS Investment Management
Connecticut
$2.65M
SWM
342
Shakespeare Wealth Management
Wisconsin
$2.65M
TC
343
Trilogy Capital
California
$2.6M
JWCA
344
J.W. Cole Advisors
Florida
$2.6M
MFIM
345
Mesirow Financial Investment Management
Illinois
$2.58M
PIM
346
Penobscot Investment Management
Massachusetts
$2.58M
SFA
347
Semmax Financial Advisors
North Carolina
$2.56M
MPM
348
Meritage Portfolio Management
Kansas
$2.53M
WIA
349
World Investment Advisors
California
$2.51M
ABC
350
Associated Banc-Corp
Wisconsin
$2.5M