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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
CBT
801
Crews Bank & Trust
Florida
$320K
EWA
802
ERTS Wealth Advisors
Michigan
$319K
JCM
803
Jacobi Capital Management
Pennsylvania
$317K
KFGK
804
Keystone Financial Group (Kentucky)
Kentucky
$317K
1SB
805
1ST Source Bank
Indiana
$315K
GIA
806
Gladstone Institutional Advisory
Florida
$314K
CCA
807
Cobblestone Capital Advisors
New York
$312K
CWS
808
Cypress Wealth Services
California
$312K
SP
809
Successful Portfolios
Florida
$311K
IPWA
810
International Private Wealth Advisors
California
$311K
ONB
811
Old National Bancorp
Indiana
$311K
BOS
812
Bank of Stockton
California
$311K
GWM
813
Graybill Wealth Management
Illinois
$311K
BPW
814
Bingham Private Wealth
California
$309K
BFIM
815
Beese Fulmer Investment Management
Ohio
$309K
PWA
816
Providence Wealth Advisors
Illinois
$309K
DC
817
Dahring Cusmano
Michigan
$308K
FAIM
818
Financial Advocates Investment Management
Washington
$308K
FNFDCM
819
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$308K
AAP
820
Arax Advisory Partners
Colorado
$308K
FBT
821
First Bank & Trust
South Dakota
$307K
CFGSD
822
Compass Financial Group (South Dakota)
South Dakota
$306K
RC
823
Rexford Capital
Texas
$306K
IP
824
Isthmus Partners
Wisconsin
$305K
FRA
825
Frank Rimerman Advisors
California
$305K