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