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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
KCP
976
Kera Capital Partners
California
$206K
AWE
977
Avidian Wealth Enterprises
Texas
$205K
DAC
978
Dividend Assets Capital
South Carolina
$204K
PA
979
PFG Advisors
Arizona
$203K
EIA
980
Edgemoor Investment Advisors
Maryland
$203K
PL
981
Perpetual Ltd
Australia
$202K
PFA
982
Pure Financial Advisors
California
$202K
GL
983
Graypoint LLC
New York
$200K
RFS
984
Richardson Financial Services
Massachusetts
$189K
FCAS
985
First Command Advisory Services
Texas
$187K
SAM
986
Smartleaf Asset Management
Massachusetts
$185K
CI
987
CX Institutional
Indiana
$184K
SOW
988
State of Wyoming
Wyoming
$184K
CWM
989
CarsonAllaria Wealth Management
Illinois
$180K
GFA
990
Gladwyn Financial Advisors
Virginia
$174K
SIS
991
Sound Income Strategies
Florida
$172K
VIA
992
Virtus Investment Advisers
Connecticut
$172K
CIA
993
Cape Investment Advisory
Georgia
$169K
DJSG
994
D.J. St. Germain
Massachusetts
$167K
GWSG
995
GPS Wealth Strategies Group
Colorado
$160K
CF
996
Centaurus Financial
California
$149K
Acadian Asset Management
997
Acadian Asset Management
Massachusetts
$143K
FP
998
Financial Perspectives
Minnesota
$139K
JFA
999
JNBA Financial Advisors
Minnesota
$137K
CFB
1000
Cullen/Frost Bankers
Texas
$133K