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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
AWA
526
Arkadios Wealth Advisors
Georgia
$1M
IMRF
527
Illinois Municipal Retirement Fund
Illinois
$1M
DAS
528
Diversify Advisory Services
Utah
$986K
FW
529
FullCircle Wealth
Texas
$980K
IIM
530
Intact Investment Management
Quebec, Canada
$979K
BFG
531
Birch Financial Group
New Hampshire
$978K
VA
532
Valmark Advisers
Ohio
$970K
FF
533
Friedenthal Financial
New Jersey
$965K
BTC
534
Bank & Trust Company
Illinois
$962K
HI
535
Hendershot Investments
Virginia
$961K
NW
536
NewEdge Wealth
Pennsylvania
$947K
CCM
537
Charter Capital Management
Wisconsin
$942K
DA
538
Drake & Associates
Wisconsin
$939K
PWP
539
Precedent Wealth Partners
Texas
$933K
WB
540
WesBanco Bank
West Virginia
$932K
HWM
541
HB Wealth Management
Georgia
$922K
PHIMC
542
Private Harbour Investment Management & Counsel
Ohio
$919K
CCC
543
Chelsea Counsel Company
California
$904K
WAM
544
WNY Asset Management
New York
$900K
MP
545
McDonald Partners
Ohio
$898K
KRSITF
546
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$896K
TC
547
TownSquare Capital
Utah
$888K
VFPW
548
Vantage Financial Partners (Wisconsin)
Wisconsin
$880K
MA
549
Montag & Associates
Georgia
$877K
CIC
550
Carnegie Investment Counsel
Ohio
$876K