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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
TCM
1051
TruNorth Capital Management
Michigan
$71.9K
RF
1052
Robbins Farley
New Hampshire
$71.3K
OAM
1053
Ostrum Asset Management
France
$71.1K
AT
1054
Avalon Trust
New Mexico
$69.4K
AGWCA
1055
Annis Gardner Whiting Capital Advisors
Florida
$66.6K
BOJHT
1056
Bank of Jackson Hole Trust
Wyoming
$65.9K
HCM
1057
Hollencrest Capital Management
California
$63.8K
OLVIG
1058
Oliver Lagore Vanvalin Investment Group
Michigan
$63K
BCMLT
1059
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.8K
TLA
1060
Tanglewood Legacy Advisors
Texas
$62.5K
FWA
1061
Flagship Wealth Advisors
Massachusetts
$62.5K
SIC
1062
Salem Investment Counselors
North Carolina
$61.6K
NAAA
1063
New Age Alpha Advisors
New York
$61.5K
AIM
1064
Anchor Investment Management
South Carolina
$61.2K
SJIM
1065
St. Johns Investment Management
Florida
$60.4K
GIA
1066
GHP Investment Advisors
Colorado
$58.8K
CB
1067
CNB Bank
Pennsylvania
$58.8K
API
1068
Asset Planning Inc
California
$58.1K
AA
1069
Ancora Advisors
Ohio
$57.7K
SC
1070
Stephens Consulting
Michigan
$57.6K
Simplex Trading
1071
Simplex Trading
Illinois
$56K
BGAI
1072
Bruce G. Allen Investments
Colorado
$55.1K
PCM
1073
Perritt Capital Management
Illinois
$54.6K
CTWM
1074
Cherry Tree Wealth Management
Minnesota
$54.3K
DMBA
1075
Deseret Mutual Benefit Administrators
Utah
$50.9K