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WEC Energy

1,257 hedge funds and large institutions have $28.4B invested in WEC Energy in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 489 increasing their positions, 389 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+71
Holders Change %
+5.99%
% of All Funds
17.07%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
160
Increased
489
Reduced
389
Closed
69
Calls
$70.9M
Puts
$144M
Net Calls
-$73.6M
Net Calls Change
-$55M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
526
Valmark Advisers
Ohio
$1.03M +$23K +211 +2%
FA
527
Fiduciary Alliance
South Carolina
$1.03M +$1.03M +9,422 New
AWS
528
Atria Wealth Solutions
New York
$1.03M -$1.2M -10,982 -54%
IIM
529
Intact Investment Management
Quebec, Canada
$1.02M -$163K -1,500 -14%
HI
530
Hendershot Investments
Virginia
$1.02M +$16.5K +151 +2%
TI
531
Trexquant Investment
Connecticut
$1.02M +$1.02M +9,318 New
BTC
532
Bank & Trust Company
Illinois
$1.01M -$8.28K -76 -0.8%
LCM
533
Legato Capital Management
California
$1.01M +$1.01M +9,268 New
RBC
534
Romano Brothers & Co
Illinois
$1.01M -$40.2K -369 -4%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1M +$128K +1,175 +15%
SAM
536
Shell Asset Management
Netherlands
$1M
HWM
537
HB Wealth Management
Georgia
$977K +$159K +1,456 +19%
PHIMC
538
Private Harbour Investment Management & Counsel
Ohio
$971K -$50.9K -467 -5%
AWA
539
Arkadios Wealth Advisors
Georgia
$969K +$969K +8,891 New
MP
540
McDonald Partners
Ohio
$964K +$15.3K +140 +2%
Walleye Capital
541
Walleye Capital
New York
$961K +$572K +5,246 +147%
DZ Bank
542
DZ Bank
Germany
$957K -$2.38M -21,848 -71%
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$957K +$727K +6,674 +316%
OIA
544
OneDigital Investment Advisors
Kansas
$951K +$14.6K +134 +2%
FW
545
FullCircle Wealth
Texas
$950K -$11.5K -106 -1%
CCC
546
Chelsea Counsel Company
California
$945K
WAM
547
WNY Asset Management
New York
$941K +$436 +4 +0%
WB
548
WesBanco Bank
West Virginia
$933K -$2.4K -22 -0.3%
ETC
549
Exchange Traded Concepts
Oklahoma
$927K -$51K -468 -5%
PCM
550
Penserra Capital Management
California
$923K +$833K +7,650 +923%