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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
HI
451
Horizon Investments
North Carolina
$1.4M
HFO
452
Heritage Family Offices
Arizona
$1.39M
BPA
453
Beacon Pointe Advisors
California
$1.39M
IA
454
IFP Advisors
Florida
$1.38M
PJSIMP
455
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.37M
BAMF
456
BI Asset Management Fondsmaeglerselskab
Denmark
$1.37M
UF
457
Univest Financial
Pennsylvania
$1.36M
SYBT
458
Stock Yards Bank & Trust
Kentucky
$1.35M
LC
459
Landaas & Company
Wisconsin
$1.33M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
460
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.33M
CI
461
Conning Inc
Connecticut
$1.31M
VT
462
Vise Technologies
New York
$1.31M
BFG
463
Bleakley Financial Group
New Jersey
$1.31M
AF
464
Aviso Financial
Ontario, Canada
$1.31M
SP
465
Stablepoint Partners
Massachusetts
$1.31M
HFS
466
Hantz Financial Services
Michigan
$1.31M
CPIA
467
Cornell Pochily Investment Advisors
New York
$1.3M
WSFS
468
Wilmington Savings Fund Society
Delaware
$1.3M
EMPI
469
Elo Mutual Pension Insurance
Finland
$1.3M
NP
470
NorthRock Partners
Minnesota
$1.28M
CA
471
Cornerstone Advisors
North Carolina
$1.28M
SPC
472
Sigma Planning Corp
Michigan
$1.26M
OC
473
Oppenheimer & Co
New York
$1.24M
BWP
474
Burling Wealth Partners
Illinois
$1.23M
BCP
475
Blackhawk Capital Partners
Wisconsin
$1.23M