WEC icon

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
PMG
676
ProVise Management Group
Florida
$509K
ACI
677
Alpha Cubed Investments
California
$509K
FA
678
Faithward Advisors
Pennsylvania
$508K
MCM
679
Mill Capital Management
North Carolina
$503K
SI
680
Stephens Inc
Arkansas
$502K
OC
681
Oarsman Capital
Wisconsin
$501K
HFM
682
Hartford Funds Management
Pennsylvania
$500K
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$500K
DZ Bank
684
DZ Bank
Germany
$498K
FAP
685
Financial Advisory Partners
Florida
$497K
DWP
686
Daymark Wealth Partners
Ohio
$494K
MSAM
687
Moloney Securities Asset Management
Missouri
$493K
AS
688
Altshuler Shaham
Israel
$492K
SIAM
689
Sterling Investment Advisors (Missouri)
Missouri
$491K
DAS
690
Dynamic Advisor Solutions
Arizona
$489K
FAN
691
Financial Advisors Network
California
$488K
AWS
692
Atria Wealth Solutions
New York
$488K
SWM
693
Segment Wealth Management
Texas
$485K
HTC
694
Haverford Trust Company
Pennsylvania
$483K
RAM
695
Redmond Asset Management
Virginia
$479K
SMC
696
Smith, Moore & Co
Missouri
$478K
CTA
697
Chesley Taft & Associates
Illinois
$475K
SAG
698
SageView Advisory Group
California
$475K
MCM
699
Monument Capital Management
Virginia
$472K
MLL
700
Moody Lynn & Lieberson
Massachusetts
$471K