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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
CAM
1326
Clark Asset Management
New Hampshire
FB
1327
Finward Bancorp
Indiana
CWA
1328
CM Wealth Advisors
Ohio
HCP
1329
Hexagon Capital Partners
Arkansas
QC
1330
Quent Capital
New York
GJIA
1331
Glass Jacobson Investment Advisors
Maryland
WF
1332
Wayfinding Financial
Washington
TC
1333
Trust Company
Kansas
QL
1334
Quarry LP
New York
RMP
1335
Richards, Merrill & Peterson
Washington
VC
1336
Vestor Capital
Illinois
GXJ
1337
Global X Japan
Japan
SCB
1338
Saudi Central Bank
Saudi Arabia
WT
1339
Washington Trust
Rhode Island
WAG
1340
Wiser Advisor Group
Arizona
CAL
1341
Capital Analysts LLC
Pennsylvania
CSC
1342
Caldwell Sutter Capital
California
AF
1343
Atala Financial
California
SIM
1344
Synergy Investment Management
Florida
GFPC
1345
Global Financial Private Client
Florida
PPWM
1346
PFG Private Wealth Management
Florida
CWC
1347
Carolinas Wealth Consulting
North Carolina
CHC
1348
City Holding Co
West Virginia
RWM
1349
Ruedi Wealth Management
Illinois
NCM
1350
Northwest Capital Management
Oregon