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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
KB
1151
Kimelman & Baird
New York
$12.1K
PP
1152
Pacifica Partners
Canada
$12.1K
FMP
1153
Financial Management Professionals
Texas
$11.9K
DFA
1154
DHJJ Financial Advisors
Illinois
$11.7K
S
1155
Sachetta
Massachusetts
$11.4K
SWP
1156
Strategic Wealth Partners
Ohio
$11.4K
SN
1157
Sittner & Nelson
Oregon
$11.1K
KFI
1158
Key Financial Inc
Pennsylvania
$11K
Lazard Asset Management
1159
Lazard Asset Management
New York
$11K
MFG
1160
Mendota Financial Group
Wisconsin
$10.9K
TPWA
1161
Twin Peaks Wealth Advisors
California
$10.8K
FRA
1162
Front Row Advisors
California
$10.6K
PP
1163
PFS Partners
New Jersey
$10.5K
CCM
1164
Chilton Capital Management
Texas
$10.4K
HWM
1165
HighMark Wealth Management
Minnesota
$10.4K
PSFG
1166
Park Square Financial Group
Georgia
$10.3K
JWA
1167
JFS Wealth Advisors
Pennsylvania
$10.1K
HBW
1168
Hazlett, Burt & Watson
West Virginia
$10K
EWM
1169
Evolution Wealth Management
Florida
$9.8K
SHIM
1170
Stone House Investment Management
Pennsylvania
$9.38K
MG
1171
MilWealth Group
Wisconsin
$9.27K
LFASL
1172
Lugano Financial Advisors SA (LFA)
Switzerland
$8.86K
AWM
1173
Activest Wealth Management
Florida
$8.65K
SC
1174
Solstein Capital
California
$8.54K
TIM
1175
Total Investment Management
Arizona
$8.51K