WEC icon

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
TWD
1201
True Wealth Design
Ohio
$4.9K
IRC
1202
Investors Research Corp
Georgia
$4.9K
SS
1203
Sunbelt Securities
Texas
$4.8K
AEPWM
1204
Atlantic Edge Private Wealth Management
Florida
$4.69K
RWS
1205
Retirement Wealth Solutions
Wisconsin
$4.57K
SC
1206
SouthState Corp
Florida
$4.17K
GEA
1207
Glen Eagle Advisors
New Jersey
$4.17K
OAJ
1208
Ogorek Anthony Joseph
New York
$4K
WTFG
1209
Wood Tarver Financial Group
Idaho
$4K
IWM
1210
IMG Wealth Management
Florida
$3.75K
PWAM
1211
Private Wealth Asset Management
Iowa
$3.54K
TCA
1212
Trifecta Capital Advisors
Illinois
$3.54K
PWMG
1213
Private Wealth Management Group
New Jersey
$3.54K
GTAM
1214
Global Trust Asset Management
Florida
$3.33K
HWP
1215
Highline Wealth Partners
California
$3.23K
WCM
1216
WealthTrak Capital Management
Virginia
$3.13K
IHWM
1217
Iron Horse Wealth Management
Iowa
$3.02K
BIA
1218
Bell Investment Advisors
California
$3.02K
ME
1219
McIlrath & Eck
Washington
$2.81K
MTIC
1220
Missouri Trust & Investment Company
Missouri
$2.71K
KG
1221
Kilter Group
New York
$2.5K
CIAS
1222
CBIZ Investment Advisory Services
Ohio
$2.19K
AIC
1223
Archer Investment Corporation
Indiana
$2.16K
DI
1224
DAGCO Inc
Ohio
$2.08K
RWM
1225
Rialto Wealth Management
New York
$2.08K