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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
TRCT
726
Tower Research Capital (TRC)
New York
$420K
CAM
727
Carret Asset Management
New York
$417K
SC
728
Syon Capital
California
$416K
MHIC
729
Marble Harbor Investment Counsel
Massachusetts
$415K
SBWIC
730
Schaper Benz & Wise Investment Counsel
Wisconsin
$415K
GWM
731
Gibbs Wealth Management
Georgia
$414K
BC
732
Bruce & Co
Illinois
$411K
CGL
733
Clarius Group LLC
Washington
$410K
PNC
734
Park National Corp
Ohio
$409K
PWP
735
Phillips Wealth Planners
Mississippi
$406K
TSWM
736
Tyler-Stone Wealth Management
Ohio
$405K
RWM
737
Revisor Wealth Management
Ohio
$404K
AWA
738
Arete Wealth Advisors
Illinois
$404K
ST
739
Smithfield Trust
Pennsylvania
$401K
LI
740
LVZ Inc
Michigan
$401K
CIS
741
Custom Index Systems
New York
$401K
GSB
742
Greenfield Savings Bank
Massachusetts
$400K
BOPW
743
Brandywine Oak Private Wealth
Pennsylvania
$399K
UCFA
744
United Capital Financial Advisors
Texas
$398K
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$398K
KWM
746
Kiker Wealth Management
Georgia
$397K
AP
747
Appleton Partners
Massachusetts
$397K
FGA
748
Fortis Group Advisors
New Jersey
$396K
AWM
749
Aegis Wealth Management
Maryland
$396K
HIS
750
Horizon Investment Services
Indiana
$395K