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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
RCM
601
Raleigh Capital Management
North Carolina
$709K
ACM
602
Aquatic Capital Management
Illinois
$696K
CPWA
603
Cerro Pacific Wealth Advisors
California
$686K
FAM
604
Fulcrum Asset Management
United Kingdom
$684K
ACA
605
Aptus Capital Advisors
Alabama
$683K
CA
606
Clearstead Advisors
Ohio
$674K
TT
607
TI-Trust
Illinois
$670K
BIM
608
Bridges Investment Management
Nebraska
$668K
APP
609
Avantax Planning Partners
Iowa
$667K
CAG
610
Csenge Advisory Group
Florida
$666K
BWM
611
Blossom Wealth Management
California
$662K
BFS
612
Bradley Foster & Sargent
Connecticut
$657K
RCAG
613
Rehmann Capital Advisory Group
Michigan
$656K
PFS
614
Prospera Financial Services
Texas
$654K
NSAM
615
North Star Asset Management
Wisconsin
$642K
GI
616
Gradient Investments
Minnesota
$640K
IWP
617
IAG Wealth Partners
Wisconsin
$633K
TPBG
618
Turning Point Benefit Group
Maryland
$632K
PFG
619
PAX Financial Group
Texas
$632K
GCM
620
Graham Capital Management
Connecticut
$623K
BBVA
621
Banco Bilbao Vizcaya Argentaria
Spain
$622K
MCM
622
MAI Capital Management
Ohio
$622K
FFN
623
Focus Financial Network
Minnesota
$618K
TGAM
624
TBH Global Asset Management
Tennessee
$616K
BP
625
Ballentine Partners
Massachusetts
$615K