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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
PCM
1226
Penserra Capital Management
California
$2K
CA
1227
Centerpoint Advisors
Massachusetts
$2K
WPA
1228
Wealth Preservation Advisors
Tennessee
$1.98K
PA
1229
Pineridge Advisors
Missouri
$1.92K
PWA
1230
Physician Wealth Advisors
Utah
$1.77K
HHGA
1231
Halbert Hargrove Global Advisors
California
$1.67K
LCM
1232
Logan Capital Management
Pennsylvania
$1.6K
AP
1233
Aspect Partners
Virginia
$1.56K
BHWM
1234
Bay Harbor Wealth Management
Maryland
$1.56K
DWM
1235
Dogwood Wealth Management
Kansas
$1.55K
Kayne Anderson Rudnick Investment Management
1236
Kayne Anderson Rudnick Investment Management
California
$1.35K
STB
1237
S&T Bank
Pennsylvania
$1.25K
YP
1238
YANKCOM Partnership
South Dakota
$1.25K
SIC
1239
SJS Investment Consulting
Ohio
$1.15K
PWA
1240
Principia Wealth Advisory
Texas
$1.04K
PWM
1241
Parkworth Wealth Management
California
$938
BFS
1242
Bare Financial Services
Pennsylvania
$938
CVM
1243
Cheviot Value Management
California
$883
HIA
1244
HFM Investment Advisors
New Jersey
$729
ACA
1245
American Capital Advisory
Idaho
$626
NL
1246
NVWM LLC
Pennsylvania
$521
Q1WB
1247
Quest 10 Wealth Builders
Virginia
$521
TIM
1248
Tortoise Investment Management
New York
$313
IAS
1249
IMA Advisory Services
Colorado
$313
QWM
1250
Quaker Wealth Management
New Jersey
$313