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WEC Energy
WEC

Overview Fund Activity

1,239 hedge funds and large institutions have $27.5B invested in WEC Energy in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 525 increasing their positions, 380 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
-18
Holders Change %
-1.43%
% of All Funds
16.62%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
110
Increased
525
Reduced
380
Closed
107
Calls
$74.2M
Puts
$106M
Net Calls
-$32M
Net Calls Change
+$41.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B
2
UBS Group
UBS Group
Switzerland
$219M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$80.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$98.4M
5
Goldman Sachs
Goldman Sachs
New York
$153M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$24.9M
2
SCP
Soroban Capital Partners
New York
$34.2M
3
State Street
State Street
Massachusetts
$2.13B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$43.5M
5
American Century Companies
American Century Companies
Missouri
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
576
Vestmark Advisory Solutions
Massachusetts
$757K -$665K -6,383 -47%
NSIM
577
North Star Investment Management
Illinois
$756K -$62.5K -600 -8%
SFI
578
SPC Financial Inc
Maryland
$755K – – –
SFA
579
Sequoia Financial Advisors
Ohio
$753K +$83.3K +799 +12%
CFO
580
Callan Family Office
Pennsylvania
$751K +$395K +3,792 +111%
ECA
581
Elevated Capital Advisors
Utah
$741K – – –
IAN
582
Integrated Advisors Network
Texas
$740K -$3.44K -33 -0.5%
MWM
583
Modern Wealth Management
Kansas
$739K +$33.7K +323 +5%
MSA
584
MUFG Securities Americas
New York
$737K +$151K +1,450 +26%
V
585
VeraBank
Texas
$735K +$735K +7,051 New
SCA
586
Snowden Capital Advisors
New York
$734K -$285K -2,739 -28%
SC
587
Steph & Co
Wisconsin
$732K – – –
TCOT
588
Trust Company of Toledo
Ohio
$731K – – –
EB
589
Eastern Bank
Massachusetts
$726K -$16.6K -159 -2%
EH
590
Equitable Holdings
New York
$717K +$51.5K +494 +8%
FFA
591
Farther Finance Advisors
California
$715K -$111K -1,064 -13%
BWM
592
Buckley Wealth Management
Nevada
$711K -$5.21K -50 -0.7%
MLA
593
My Legacy Advisors
Oregon
$710K +$5.81K +55 +0.8%
RCM
594
Raleigh Capital Management
North Carolina
$709K +$8.75K +84 +1%
ACM
595
Aquatic Capital Management
Illinois
$696K -$4.97M -47,664 -88%
CPWA
596
Cerro Pacific Wealth Advisors
California
$686K +$209K +2,002 +44%
ACA
597
Aptus Capital Advisors
Alabama
$683K -$21.5K -206 -3%
CA
598
Clearstead Advisors
Ohio
$674K +$71.8K +689 +12%
TT
599
TI-Trust
Illinois
$670K – – –
BIM
600
Bridges Investment Management
Nebraska
$668K +$4.27K +41 +0.6%
22 23
24
25 26