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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
OA
1001
Operose Advisors
Wisconsin
$133K
MYIA
1002
Mount Yale Investment Advisors
Colorado
$127K
FNWA
1003
Financial Network Wealth Advisors
Utah
$124K
TCOV
1004
Trust Company of Vermont
Vermont
$124K
VT
1005
Volterra Technologies
New York
$124K
CA
1006
CoreCap Advisors
Michigan
$122K
HBT
1007
Hills Bank & Trust
Iowa
$122K
LFG
1008
Larson Financial Group
Missouri
$120K
EWM
1009
Evermay Wealth Management
Virginia
$118K
GM
1010
GeoWealth Management
Illinois
$117K
TWC
1011
TD Waterhouse Canada
Ontario, Canada
$116K
RWM
1012
RMG Wealth Management
Wisconsin
$114K
CFD
1013
Creative Financial Designs
Indiana
$111K
FHA
1014
First Horizon Advisors
Tennessee
$111K
IFS
1015
Intelligent Financial Strategies
Minnesota
$110K
TFM
1016
TFC Financial Management
Massachusetts
$110K
TH
1017
TCTC Holdings
Texas
$106K
NB
1018
NBT Bank
New York
$104K
BBHC
1019
Brown Brothers Harriman & Co
New York
$103K
PB
1020
Pinnacle Bancorp
Nebraska
$102K
TFGT
1021
TS Financial Group (TSFG)
Illinois
$102K
PWMG
1022
Prestige Wealth Management Group
New Jersey
$102K
MSE
1023
MUFG Securities EMEA
United Kingdom
$97.5K
AG
1024
AmeriFlex Group
Nevada
$97.3K
CH
1025
Cromwell Holdings
Wyoming
$96.9K