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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
CAL
1026
Capital Advisors Ltd
Ohio
$95K
CCA
1027
Catalyst Capital Advisors
New York
$94.5K
SIM
1028
Sentry Investment Management
Wisconsin
$94K
FPF
1029
First Pacific Financial
Washington
$94K
FWM
1030
FSA Wealth Management
Massachusetts
$93.8K
RF
1031
Rossby Financial
Florida
$91.4K
Walleye Trading
1032
Walleye Trading
New York
$91.4K
VEA
1033
Virtus ETF Advisers
New York
$90.7K
BCFD
1034
Boit C.F. David
$90.3K
CYG
1035
Clean Yield Group
Vermont
$90.3K
SIS
1036
Strategic Investment Solutions
Illinois
$89.2K
MSFP
1037
Mark Sheptoff Financial Planning
Connecticut
$87.5K
BC
1038
Barrett & Company
Rhode Island
$86.1K
Loomis, Sayles & Company
1039
Loomis, Sayles & Company
Massachusetts
$86.1K
OL
1040
OneFund LLC
Florida
$86K
OC
1041
Oakworth Capital
Alabama
$84.3K
AIM
1042
Arcadia Investment Management
Michigan
$83.4K
CWP
1043
Concord Wealth Partners
Virginia
$81.4K
VCM
1044
Versant Capital Management
Arizona
$78.9K
IBOK
1045
Independence Bank of Kentucky
Kentucky
$78.8K
MCM
1046
Manchester Capital Management
Vermont
$77.3K
AUB
1047
Atlantic Union Bankshares
Virginia
$77.1K
GKIM
1048
GW&K Investment Management
Massachusetts
$77K
NS
1049
NBC Securities
Alabama
$76K
SFCL
1050
Strengthening Families & Communities LLC
Massachusetts
$72.3K