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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
VFA
551
Voya Financial Advisors
Connecticut
$875K
IF
552
Intrua Financial
Texas
$864K
SVWAG
553
Sound View Wealth Advisors Group
Georgia
$863K
FMWA
554
Forvis Mazars Wealth Advisors
Missouri
$856K
RBC
555
Romano Brothers & Co
Illinois
$855K
SC
556
Searle & Co
Connecticut
$854K
PI
557
PFG Investments
New York
$849K
ACM
558
Aster Capital Management
United Arab Emirates
$848K
OWP
559
Obermeyer Wealth Partners
Colorado
$844K
FNBT
560
FineMark National Bank & Trust
Florida
$843K
Group One Trading
561
Group One Trading
Illinois
$840K
MAS
562
Meeder Advisory Services
Ohio
$837K
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$829K
AAP
564
Aristotle Atlantic Partners
Florida
$827K
CWM
565
Congress Wealth Management
Massachusetts
$819K
OIA
566
OneDigital Investment Advisors
Kansas
$817K
MCA
567
MSH Capital Advisors
Arizona
$811K
TSWM
568
Triangle Securities Wealth Management
North Carolina
$810K
LIM
569
Loudon Investment Management
New Hampshire
$803K
SSA
570
Sierra Summit Advisors
Nevada
$798K
GT
571
Greenleaf Trust
Michigan
$798K
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K
WAS
573
Winch Advisory Services
Wisconsin
$794K
CT
574
Chicago Trust
Illinois
$793K
BMC
575
Beaton Management Company
Massachusetts
$790K