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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
FTWA
701
Fifth Third Wealth Advisors
Ohio
$471K
AMG
702
Advisors Management Group
Wisconsin
$470K
LIA
703
LS Investment Advisors
Michigan
$467K
MCM
704
McDonough Capital Management
Florida
$466K
ACM
705
AlphaStar Capital Management
North Carolina
$465K
CTA
706
Colonial Trust Advisors
South Carolina
$458K
KFA
707
Krane Funds Advisors
New York
$457K
VSQM
708
V-Square Quantitative Management
Illinois
$457K
MIM
709
Marshall Investment Management
Colorado
$456K
FCM
710
Fourpath Capital Management
Oklahoma
$454K
BBW
711
Blue Barn Wealth
Utah
$451K
CA
712
Crewe Advisors
Utah
$449K
CPSC
713
Carl P. Sherr & Co
Massachusetts
$447K
TFO
714
Tarbox Family Office
California
$445K
CCM
715
Coldstream Capital Management
Washington
$443K
EC
716
EntryPoint Capital
New York
$442K
WFI
717
West Family Investments
California
$439K
MWM
718
Mission Wealth Management
California
$438K
WPA
719
West Paces Advisors
Georgia
$437K
OSNBOA
720
Old Second National Bank of Aurora
Illinois
$435K
PL
721
Plancorp LLC
Missouri
$434K
SCTC
722
Sanibel Captiva Trust Company
Florida
$432K
CC
723
Courier Capital
New York
$426K
BFS
724
Bard Financial Services
Connecticut
$423K
ECM
725
Everence Capital Management
Indiana
$422K