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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
DI
1226
DAGCO Inc
Ohio
$2.08K
RWM
1227
Rialto Wealth Management
New York
$2.08K
PCM
1228
Penserra Capital Management
California
$2K
CA
1229
Centerpoint Advisors
Massachusetts
$2K
WPA
1230
Wealth Preservation Advisors
Tennessee
$1.98K
PA
1231
Pineridge Advisors
Missouri
$1.92K
PWA
1232
Physician Wealth Advisors
Utah
$1.77K
HHGA
1233
Halbert Hargrove Global Advisors
California
$1.67K
LCM
1234
Logan Capital Management
Pennsylvania
$1.6K
AP
1235
Aspect Partners
Virginia
$1.56K
BHWM
1236
Bay Harbor Wealth Management
Maryland
$1.56K
DWM
1237
Dogwood Wealth Management
Kansas
$1.55K
Kayne Anderson Rudnick Investment Management
1238
Kayne Anderson Rudnick Investment Management
California
$1.35K
YP
1239
YANKCOM Partnership
South Dakota
$1.25K
STB
1240
S&T Bank
Pennsylvania
$1.25K
SIC
1241
SJS Investment Consulting
Ohio
$1.15K
PWA
1242
Principia Wealth Advisory
Texas
$1.04K
PWM
1243
Parkworth Wealth Management
California
$938
BFS
1244
Bare Financial Services
Pennsylvania
$938
CVM
1245
Cheviot Value Management
California
$883
HIA
1246
HFM Investment Advisors
New Jersey
$729
ACA
1247
American Capital Advisory
Idaho
$626
NL
1248
NVWM LLC
Pennsylvania
$521
Q1WB
1249
Quest 10 Wealth Builders
Virginia
$521
QWM
1250
Quaker Wealth Management
New Jersey
$313