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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
HWM
1126
Hemington Wealth Management
Virginia
$23K
SSG
1127
Summit Securities Group
New York
$22.4K
ABWM
1128
Alpine Bank Wealth Management
Colorado
$22.3K
NWM
1129
Nova Wealth Management
Florida
$22.1K
HWA
1130
HHM Wealth Advisors
Tennessee
$21.2K
BONH
1131
Bank of New Hampshire
New Hampshire
$20.8K
NFSG
1132
Newbridge Financial Services Group
Florida
$20.4K
WWM
1133
Wolff Wiese Magana
California
$20.1K
MCM
1134
MV Capital Management
Maryland
$20K
GA
1135
GoalVest Advisory
New York
$19.8K
BFP
1136
Briaud Financial Planning
Texas
$19K
HC
1137
Hoese & Co
Minnesota
$18.8K
FCT
1138
First Community Trust
Iowa
$17.3K
CAM
1139
Costello Asset Management
Pennsylvania
$16.1K
SS
1140
SBI Securities
Japan
$15.4K
FFO
1141
Fortitude Family Office
Arizona
$15.2K
CPG
1142
Cornerstone Planning Group
New Jersey
$14.8K
QPBE
1143
Quintet Private Bank (Europe)
Luxembourg
$14.6K
BWL
1144
Bogart Wealth LLC
Virginia
$14.5K
CJH
1145
Christopher J. Hasenberg
Wisconsin
$14.3K
DF
1146
Dunhill Financial
United Kingdom
$14.2K
MCA
1147
Midwest Capital Advisors
Michigan
$14.2K
RI
1148
Ridgewood Investments
New Jersey
$13.3K
RL
1149
Rogco LP
Oklahoma
$13.1K
CFS
1150
CGC Financial Services
Oregon
$12.5K