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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
DWM
626
Dakota Wealth Management
Florida
$610K
PTC
627
Private Trust Company
Ohio
$606K
MLFP
628
MPS Loria Financial Planners
Illinois
$605K
FMTC
629
Farmers & Merchants Trust Company
California
$603K
FFM
630
Forum Financial Management
Illinois
$603K
SCA
631
Stonebridge Capital Advisors
Minnesota
$602K
KNW
632
Kesler Norman & Wride
Utah
$602K
AFG
633
Atomi Financial Group
New York
$601K
TPA
634
Trivium Point Advisory
Connecticut
$599K
N
635
Natixis
France
$596K
VCA
636
Verdence Capital Advisors
Maryland
$595K
CSB
637
City State Bank
Iowa
$591K
S
638
SignatureFD
Georgia
$590K
CTC
639
Central Trust Company
Missouri
$590K
PCIA
640
Prime Capital Investment Advisors
Kansas
$588K
CC
641
Chicago Capital
Illinois
$587K
DT
642
Diversified Trust
Tennessee
$583K
PMAM
643
Picton Mahoney Asset Management
Ontario, Canada
$582K
Aviva
644
Aviva
United Kingdom
$577K
HSA
645
HBK Sorce Advisory
Pennsylvania
$573K
SAM
646
Shell Asset Management
Netherlands
$569K
MWM
647
MGB Wealth Management
Texas
$566K
HCM
648
Hutner Capital Management
Vermont
$565K
MC
649
Moors & Cabot
Massachusetts
$565K
RMC
650
Resources Management Corp
Connecticut
$564K