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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
KBFS
851
Kohmann Bosshard Financial Services
Ohio
$286K
CA
852
Commerzbank Aktiengesellschaft
Germany
$285K
SLG
853
Stanley-Laman Group
Pennsylvania
$285K
II
854
Inspire Investing
Idaho
$284K
MIM
855
MTM Investment Management
South Carolina
$283K
PMSA
856
Patrick M. Sweeney & Associates
Illinois
$282K
FFA
857
First Foundation Advisors
California
$282K
MWM
858
MBE Wealth Management
Wisconsin
$281K
LOPW
859
Live Oak Private Wealth
North Carolina
$281K
RWP
860
RWA Wealth Partners
Massachusetts
$279K
HWP
861
Hibernia Wealth Partners
Louisiana
$278K
JWM
862
JGP Wealth Management
Oregon
$278K
P
863
Pitcairn
Pennsylvania
$277K
IIC
864
Ironwood Investment Counsel
Arizona
$277K
LCM
865
Liberty Capital Management
Michigan
$276K
WAP
866
Wealthcare Advisory Partners
Pennsylvania
$276K
B
867
Bailard
California
$274K
SCM
868
SKBA Capital Management
California
$274K
BC
869
Bowman & Company
Wisconsin
$272K
PFBT
870
Parkside Financial Bank & Trust
Missouri
$272K
FWA
871
FSM Wealth Advisors
Ohio
$271K
LCWP
872
Legacy Capital Wealth Partners
Arkansas
$270K
CISOA
873
Capital Investment Services of America
Wisconsin
$269K
BCM
874
Brown Capital Management
Maryland
$269K
TAM
875
Titleist Asset Management
Texas
$268K