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WEC Energy

1,239 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, 525 increasing their positions, 380 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
-18
Holders Change %
-1.43%
% of All Funds
16.61%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
110
Increased
525
Reduced
380
Closed
107
Calls
$74.2M
Puts
$106M
Net Calls
-$32M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$2.84M +$4.06K +39 +0.1%
RIL
327
Rothschild Investment LLC
Illinois
$2.81M -$208 -2 -0%
AW
328
Apricus Wealth
South Carolina
$2.8M +$177K +1,700 +7%
MPPW
329
Mitchell & Pahl Private Wealth
Oklahoma
$2.79M +$37.9K +364 +1%
PAG
330
Private Advisor Group
New Jersey
$2.79M +$20.8K +200 +0.8%
BF
331
BOK Financial
Oklahoma
$2.78M -$45.8K -440 -2%
LFAS
332
Level Four Advisory Services
Texas
$2.73M -$453K -4,344 -14%
VA
333
Vident Advisory
Georgia
$2.73M +$150K +1,438 +6%
PFM
334
Patton Fund Management
Texas
$2.7M +$2.7M +25,938 New
HAG
335
HighPoint Advisor Group
Illinois
$2.7M -$45.1K -433 -2%
Brown Advisory
336
Brown Advisory
Maryland
$2.68M -$16.2K -155 -0.6%
PS
337
Principal Securities
Iowa
$2.67M +$209K +2,001 +8%
NIM
338
NEOS Investment Management
Connecticut
$2.65M +$557K +5,349 +27%
SWM
339
Shakespeare Wealth Management
Wisconsin
$2.65M
TC
340
Trilogy Capital
California
$2.6M +$2.6M +24,971 New
JWCA
341
J.W. Cole Advisors
Florida
$2.6M +$38.8K +372 +2%
MFIM
342
Mesirow Financial Investment Management
Illinois
$2.58M -$2.42M -23,213 -48%
PIM
343
Penobscot Investment Management
Massachusetts
$2.58M +$38.6K +370 +2%
SFA
344
Semmax Financial Advisors
North Carolina
$2.56M +$49.4K +448 +2%
MPM
345
Meritage Portfolio Management
Kansas
$2.53M -$55K -528 -2%
WIA
346
World Investment Advisors
California
$2.51M +$346K +3,319 +16%
ABC
347
Associated Banc-Corp
Wisconsin
$2.5M +$162K +1,557 +7%
IIM
348
INTECH Investment Management
Florida
$2.45M +$100K +963 +4%
PCM
349
Polymer Capital Management
New York
$2.45M +$2.1M +20,190 +614%
Lido Advisors
350
Lido Advisors
California
$2.45M +$99.9K +959 +4%