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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
BSTWA
951
Blake Schutter Theil Wealth Advisors
Ohio
$225K
DSC
952
Duncker Streett & Co
Missouri
$223K
FHA
953
Flagship Harbor Advisors
Massachusetts
$223K
MSWM
954
Mowery & Schoenfeld Wealth Management
Illinois
$222K
ANTB
955
AMG National Trust Bank
Colorado
$221K
TTWM
956
TCV Trust & Wealth Management
Virginia
$218K
PPC
957
Park Place Capital
Alabama
$217K
NRS
958
Neville Rodie & Shaw
New York
$217K
FDDB
959
Fidelity D&D Bancorp
Pennsylvania
$217K
TWP
960
Tyche Wealth Partners
Texas
$217K
CWM
961
Connecticut Wealth Management
Connecticut
$216K
EFSCE
962
Enterprise Financial Services Corp (EFSC)
Missouri
$213K
PFA
963
Plotkin Financial Advisors
Maryland
$213K
PIN
964
Prudent Investors Network
California
$213K
JF
965
Jump Financial
Illinois
$212K
MM
966
MQS Management
New York
$212K
WAM
967
WFA Asset Management
Wisconsin
$211K
FGP
968
Freestone Grove Partners
California
$210K
KL
969
KilterHowling LLC
Colorado
$208K
TF
970
Tompkins Financial
New York
$208K
HFA
971
High Falls Advisors
New York
$208K
SWA
972
ShankerValleau Wealth Advisors
Illinois
$208K
HCM
973
Howard Capital Management
Georgia
$208K
AA
974
Addison Advisors
Vermont
$207K
SPC
975
Spirepoint Private Client
Florida
$207K