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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 %
PI
551
PGGM Investments
Netherlands
$918K +$918K +8,421 New
IF
552
Intrua Financial
Texas
$917K -$3.49K -32 -0.4%
MA
553
Montag & Associates
Georgia
$917K
VFPW
554
Vantage Financial Partners (Wisconsin)
Wisconsin
$915K +$5.23K +48 +0.6%
BCM
555
Brown Capital Management
Maryland
$913K -$168K -1,544 -16%
AWM
556
Axxcess Wealth Management
California
$911K +$231K +2,121 +34%
CL
557
Choreo LLC
Illinois
$910K -$32.9K -302 -3%
GT
558
Greenleaf Trust
Michigan
$895K +$6.98K +64 +0.8%
SC
559
Searle & Co
Connecticut
$894K
OWP
560
Obermeyer Wealth Partners
Colorado
$892K +$9.05K +83 +1%
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$892K +$32.3K +296 +4%
FMWA
562
Forvis Mazars Wealth Advisors
Missouri
$889K -$5.99K -55 -0.7%
FNBT
563
FineMark National Bank & Trust
Florida
$885K +$4.14K +38 +0.5%
PI
564
PFG Investments
New York
$879K -$1.42K -13 -0.2%
CIC
565
Carnegie Investment Counsel
Ohio
$867K +$24K +233 +3%
AAP
566
Aristotle Atlantic Partners
Florida
$865K
FFA
567
Farther Finance Advisors
California
$863K +$137K +1,257 +19%
OQS
568
Occudo Quantitative Strategies
Florida
$860K +$860K +8,000 New
NSIM
569
North Star Investment Management
Illinois
$856K -$3.71K -34 -0.4%
TSWM
570
Triangle Securities Wealth Management
North Carolina
$852K +$50K +459 +6%
AC
571
AlphaCore Capital
California
$851K +$415K +3,807 +95%
VFA
572
Voya Financial Advisors
Connecticut
$849K +$70.9K +659 +9%
MCA
573
MSH Capital Advisors
Arizona
$849K +$86.5K +794 +11%
MAS
574
Meeder Advisory Services
Ohio
$848K +$80.6K +740 +11%
VWM
575
Venturi Wealth Management
Texas
$839K +$2.29K +21 +0.3%