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WEC Energy

1,253 hedge funds and large institutions have $27.5B invested in WEC Energy in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 530 increasing their positions, 386 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: 1,2651,253 (-12)

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
1,253
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
RL
1151
Rogco LP
Oklahoma
$13.1K
CFS
1152
CGC Financial Services
Oregon
$12.5K
KB
1153
Kimelman & Baird
New York
$12.1K
PP
1154
Pacifica Partners
Canada
$12.1K
FMP
1155
Financial Management Professionals
Texas
$11.9K
DFA
1156
DHJJ Financial Advisors
Illinois
$11.7K
S
1157
Sachetta
Massachusetts
$11.4K
SWP
1158
Strategic Wealth Partners
Ohio
$11.4K
SN
1159
Sittner & Nelson
Oregon
$11.1K
KFI
1160
Key Financial Inc
Pennsylvania
$11K
Lazard Asset Management
1161
Lazard Asset Management
New York
$11K
MFG
1162
Mendota Financial Group
Wisconsin
$10.9K
TPWA
1163
Twin Peaks Wealth Advisors
California
$10.8K
FRA
1164
Front Row Advisors
California
$10.6K
PP
1165
PFS Partners
New Jersey
$10.5K
CCM
1166
Chilton Capital Management
Texas
$10.4K
HWM
1167
HighMark Wealth Management
Minnesota
$10.4K
PSFG
1168
Park Square Financial Group
Georgia
$10.3K
JWA
1169
JFS Wealth Advisors
Pennsylvania
$10.1K
HBW
1170
Hazlett, Burt & Watson
West Virginia
$10K
EWM
1171
Evolution Wealth Management
Florida
$9.8K
SHIM
1172
Stone House Investment Management
Pennsylvania
$9.38K
MG
1173
MilWealth Group
Wisconsin
$9.27K
LFASL
1174
Lugano Financial Advisors SA (LFA)
Switzerland
$8.86K
AWM
1175
Activest Wealth Management
Florida
$8.65K