WEC icon

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
TWP
926
Tower Wealth Partners
Pennsylvania
$240K
MSFS
927
Main Street Financial Solutions
Pennsylvania
$240K
MMG
928
Monetary Management Group
Missouri
$240K
EWA
929
EverSource Wealth Advisors
Alabama
$240K
RFN
930
RDA Financial Network
Iowa
$238K
IA
931
Integrity Alliance
Iowa
$235K
ESB
932
Essex Savings Bank
Connecticut
$234K
VAG
933
VisionPoint Advisory Group
Texas
$234K
HR
934
Howe & Rusling
New York
$233K
SMF
935
Scott Marsh Financial
Utah
$233K
LFG
936
Lockerman Financial Group
California
$232K
MG
937
Mather Group
Illinois
$230K
WI
938
WrapManager Inc
California
$229K
PCTC
939
Perkins Coie Trust Company
Washington
$229K
CM
940
Capital Management
Virginia
$229K
CWP
941
CFM Wealth Partners
Texas
$229K
CAM
942
Cozad Asset Management
Illinois
$229K
SLC
943
Second Line Capital
Louisiana
$229K
TPI
944
Trust Point Inc
Wisconsin
$228K
ADL
945
Asset Dedication LLC
California
$228K
WP
946
WealthShield Partners
North Carolina
$227K
LAM
947
Longboard Asset Management
Arizona
$227K
AWAP
948
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K
HIMS
949
Hager Investment Management Services
New Hampshire
$226K
IWA
950
Inspirion Wealth Advisors
Illinois
$225K