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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
AA
576
ALPS Advisors
Colorado
$790K
CSIC
577
Clifford Swan Investment Counsel
California
$787K
Kovitz Investment Group Partners
578
Kovitz Investment Group Partners
Illinois
$782K
QI
579
Qtron Investments
Massachusetts
$777K
VWM
580
Venturi Wealth Management
Texas
$772K
WCA
581
Waratah Capital Advisors
Ontario, Canada
$767K
IHL
582
Investment House LLC
California
$761K
VAS
583
Vestmark Advisory Solutions
Massachusetts
$757K
NSIM
584
North Star Investment Management
Illinois
$756K
SFI
585
SPC Financial Inc
Maryland
$755K
SFA
586
Sequoia Financial Advisors
Ohio
$753K
CFO
587
Callan Family Office
Pennsylvania
$751K
ECA
588
Elevated Capital Advisors
Utah
$741K
IAN
589
Integrated Advisors Network
Texas
$740K
MSA
590
MUFG Securities Americas
New York
$737K
V
591
VeraBank
Texas
$735K
SCA
592
Snowden Capital Advisors
New York
$734K
SC
593
Steph & Co
Wisconsin
$732K
TCOT
594
Trust Company of Toledo
Ohio
$731K
MWM
595
Modern Wealth Management
Kansas
$730K
EB
596
Eastern Bank
Massachusetts
$726K
EH
597
Equitable Holdings
New York
$717K
FFA
598
Farther Finance Advisors
California
$715K
BWM
599
Buckley Wealth Management
Nevada
$711K
MLA
600
My Legacy Advisors
Oregon
$710K