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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
MPPLM
901
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$256K
GT
902
Glenview Trust
Kentucky
$256K
TIA
903
Tandem Investment Advisors
South Carolina
$255K
CW
904
Code Waechter
Florida
$255K
O
905
Ossiam
France
$254K
MPM
906
MBB Public Markets
Illinois
$253K
RBFC
907
Roman Butler Fullerton & Co
Missouri
$253K
BB
908
Busey Bank
Illinois
$252K
CIAS
909
CFS Investment Advisory Services
New Jersey
$251K
ASG
910
Ariston Services Group
California
$250K
IC
911
Iconiq Capital
California
$249K
MT
912
Midwest Trust
Kansas
$249K
KFGG
913
Keystone Financial Group (Georgia)
Georgia
$249K
PCI
914
Planning Center Inc
Illinois
$248K
MIM
915
Meridiem Investment Management
United Kingdom
$248K
PGFC
916
Peapack-Gladstone Financial Corp
New Jersey
$247K
OFS
917
OneAscent Financial Services
Alabama
$247K
EFS
918
Essex Financial Services
Connecticut
$246K
LWM
919
Liberty Wealth Management
California
$244K
BJL
920
Brighton Jones LLC
Washington
$244K
FFG
921
Fiduciary Financial Group
California
$242K
LC
922
LCNB Corp
Ohio
$242K
FMTCOCP
923
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K
DWM
924
Drive Wealth Management
Utah
$240K
MAM
925
Martingale Asset Management
Massachusetts
$240K