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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
SO
1176
Sierra Ocean
California
$8.45K
RWPA
1177
Richard W. Paul & Associates
Michigan
$8.34K
MMCM
1178
Murphy & Mullick Capital Management
New York
$8.32K
HIA
1179
Harbor Investment Advisory
Maryland
$8.23K
BA
1180
Bellwether Advisors
Nebraska
$8.23K
MSWA
1181
Marshall & Sterling Wealth Advisors
New York
$7.71K
GSWM
1182
Golden State Wealth Management
California
$7.4K
HHMI
1183
Howard Hughes Medical Institute
Maryland
$7.09K
HB
1184
Horizon Bancorp
Indiana
$7K
LI
1185
LRI Investments
Florida
$6.98K
MEG
1186
Millstone Evans Group
Colorado
$6.98K
DWM
1187
Darwin Wealth Management
Florida
$6.67K
LWMI
1188
Legacy Wealth Management (Idaho)
Idaho
$6.46K
LIS
1189
Legacy Investment Solutions
Idaho
$6.46K
MAWAG
1190
Mid-American Wealth Advisory Group
Missouri
$6.46K
RFA
1191
Reyes Financial Architecture
California
$6.36K
GC
1192
GFG Capital
Florida
$6.25K
1IA
1193
1620 Investment Advisors
Massachusetts
$6.15K
WTC
1194
WhitTier Trust Company
Nevada
$5.83K
AWM
1195
Abound Wealth Management
Tennessee
$5.75K
SVCP
1196
Silicon Valley Capital Partners
California
$5.73K
WA
1197
Whipplewood Advisors
Colorado
$5.63K
BDPWM
1198
Barnes Dennig Private Wealth Management
Ohio
$5.52K
KFP
1199
Keener Financial Planning
Texas
$5K
AW
1200
Avion Wealth
Texas
$5K