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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
PFP
1101
Pinnacle Financial Partners
Tennessee
$34.2K
PFSC
1102
Peoples Financial Services Corp
Pennsylvania
$34K
NC
1103
NewSquare Capital
Pennsylvania
$31.8K
SCM
1104
Silvant Capital Management
Georgia
$30.2K
APW
1105
Atlantic Private Wealth
North Carolina
$29.9K
NECFA
1106
New England Capital Financial Advisors
Connecticut
$29K
WOC
1107
West Oak Capital
California
$28.7K
PMIM
1108
Prudent Man Investment Management
Colorado
$28.2K
LAM
1109
LOM Asset Management
$28K
OCM
1110
Osterweis Capital Management
California
$27.3K
PGAM
1111
Princeton Global Asset Management
New Jersey
$27.3K
CT
1112
Coastline Trust
Rhode Island
$27.2K
PMFA
1113
Plante Moran Financial Advisors
Michigan
$26.7K
HFS
1114
Hughes Financial Services
Virginia
$26.6K
CAWM
1115
Capital A Wealth Management
Pennsylvania
$26.3K
MHR
1116
Matthew Hamilton Rosenberg
$26.3K
GBT
1117
Grove Bank & Trust
Florida
$26.1K
BC
1118
Bayforest Capital
United Kingdom
$25.6K
CBT
1119
CoreFirst Bank & Trust
Kansas
$25.5K
OWA
1120
Opal Wealth Advisors
New York
$25K
C
1121
Covestor
United Kingdom
$25K
TC
1122
Truvestments Capital
Florida
$24.3K
SA
1123
Scarborough Advisors
Maryland
$24K
BWAM
1124
Boyd Watterson Asset Management
Ohio
$23.8K
GWP
1125
Gen-Wealth Partners
Michigan
$23.4K