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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
WCFA
826
Walkner Condon Financial Advisors
Wisconsin
$304K
CCA
827
Checchi Capital Advisers
California
$303K
DLCIG
828
D.L. Carlson Investment Group
New Hampshire
$302K
FCP
829
Fidelis Capital Partners
Florida
$302K
FIM
830
Freedom Investment Management
Connecticut
$302K
PWP
831
Principle Wealth Partners
Connecticut
$302K
BCP
832
Blue Chip Partners
Michigan
$301K
CA
833
Continuum Advisory
Idaho
$300K
SIA
834
Strategic Investment Advisors
Michigan
$299K
BWM
835
Buska Wealth Management
Wisconsin
$299K
BIA
836
Beacon Investment Advisors
Maryland
$297K
BFW
837
Brady Family Wealth
Missouri
$297K
DCA
838
DSG Capital Advisors
Minnesota
$295K
CSP
839
Cary Street Partners
Virginia
$294K
SFS
840
Sowell Financial Services
Arkansas
$292K
HWMG
841
Hurlow Wealth Management Group
Indiana
$291K
KA
842
Kovack Advisors
Florida
$291K
AWA
843
Aaron Wealth Advisors
Illinois
$290K
CAAS
844
Capital Asset Advisory Services
Michigan
$290K
AWM
845
Axxcess Wealth Management
California
$288K
LWM
846
Lodestone Wealth Management
Washington
$288K
MPWS
847
McCarter Private Wealth Services
Massachusetts
$287K
WCM
848
Weaver Capital Management
Georgia
$287K
QCG
849
Quadrant Capital Group
Ohio
$286K
KOMWMG
850
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$286K