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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
DS
1301
DRW Securities
Illinois
SW
1302
SVB Wealth
Massachusetts
SG
1303
StoneX Group
New York
SC
1304
SummitTX Capital
Texas
FCI
1305
Financial Counselors Inc
Kansas
ECM
1306
Exchange Capital Management
Michigan
GSWA
1307
Good Steward Wealth Advisors
Tennessee
ECM
1308
Evergreen Capital Management
Washington
PCWA
1309
Pacific Capital Wealth Advisors
California
MFGM
1310
Marshall Financial Group (Maryland)
Maryland
SFC
1311
Strategic Financial Concepts
Texas
AWM
1312
Avior Wealth Management
Nebraska
FCB
1313
First County Bank
Connecticut
Fisher Asset Management
1314
Fisher Asset Management
Washington
WKWM
1315
Walter & Keenan Wealth Management
Indiana
BRM
1316
Boston Research & Management
Massachusetts
DWM
1317
Defined Wealth Management
Oregon
BFA
1318
Bill Few Associates
Pennsylvania
ET
1319
Equitable Trust
Tennessee
CBTWT
1320
Community Bank & Trust (Waco, Texas)
Texas
BTWM
1321
Baker Tilly Wealth Management
Wisconsin
SF
1322
Synovus Financial
Georgia
FFIC
1323
First Fiduciary Investment Counsel
Ohio
CAM
1324
Clark Asset Management
New Hampshire
FB
1325
Finward Bancorp
Indiana