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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
CW
651
CreativeOne Wealth
Kansas
$564K
NRD
652
Nebula Research & Development
New York
$564K
SW
653
Simplicity Wealth
New Jersey
$563K
RSWM
654
Robertson Stephens Wealth Management
California
$560K
SFC
655
SYM Financial Corp
Indiana
$555K
PA
656
Parallel Advisors
California
$554K
TWM
657
Thrive Wealth Management
Pennsylvania
$553K
WF
658
WoodTrust Financial
Wisconsin
$551K
PPWM
659
Paragon Private Wealth Management
Kentucky
$546K
JSW
660
Journey Strategic Wealth
New Jersey
$546K
WA
661
Waverly Advisors
Alabama
$543K
BFO
662
Boston Family Office
Massachusetts
$538K
BTWM
663
Brass Tax Wealth Management
Ohio
$537K
BPWM
664
Badgley Phelps Wealth Managers
Washington
$537K
MGIA
665
Moneta Group Investment Advisors
Missouri
$535K
ACM
666
Advisors Capital Management
New Jersey
$531K
RA
667
Ransom Advisory
Rhode Island
$526K
MFT
668
Moisand Fitzgerald Tamayo
Florida
$524K
SWP
669
Sagespring Wealth Partners
Tennessee
$523K
DFCM
670
Dark Forest Capital Management
Puerto Rico
$519K
BMWM
671
Brown Miller Wealth Management
Virginia
$515K
HI
672
Hudock Inc
Pennsylvania
$512K
PWM
673
Partnership Wealth Management
Maryland
$511K
HBT
674
Heartland Bank & Trust
Illinois
$510K
CWA
675
Centennial Wealth Advisory
Michigan
$510K