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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
KFP
1201
Keener Financial Planning
Texas
$5K
AW
1202
Avion Wealth
Texas
$5K
TWD
1203
True Wealth Design
Ohio
$4.9K
IRC
1204
Investors Research Corp
Georgia
$4.9K
SS
1205
Sunbelt Securities
Texas
$4.8K
AEPWM
1206
Atlantic Edge Private Wealth Management
Florida
$4.69K
RWS
1207
Retirement Wealth Solutions
Wisconsin
$4.57K
SC
1208
SouthState Corp
Florida
$4.17K
GEA
1209
Glen Eagle Advisors
New Jersey
$4.17K
WTFG
1210
Wood Tarver Financial Group
Idaho
$4K
OAJ
1211
Ogorek Anthony Joseph
New York
$4K
IWM
1212
IMG Wealth Management
Florida
$3.75K
PWMG
1213
Private Wealth Management Group
New Jersey
$3.54K
PWAM
1214
Private Wealth Asset Management
Iowa
$3.54K
TCA
1215
Trifecta Capital Advisors
Illinois
$3.54K
GTAM
1216
Global Trust Asset Management
Florida
$3.33K
HWP
1217
Highline Wealth Partners
California
$3.23K
WCM
1218
WealthTrak Capital Management
Virginia
$3.13K
IHWM
1219
Iron Horse Wealth Management
Iowa
$3.02K
BIA
1220
Bell Investment Advisors
California
$3.02K
ME
1221
McIlrath & Eck
Washington
$2.81K
MTIC
1222
Missouri Trust & Investment Company
Missouri
$2.71K
KG
1223
Kilter Group
New York
$2.5K
CIAS
1224
CBIZ Investment Advisory Services
Ohio
$2.19K
AIC
1225
Archer Investment Corporation
Indiana
$2.16K