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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 %
SSA
576
Sierra Summit Advisors
Nevada
$836K +$29.4K +270 +4%
NW
577
NewEdge Wealth
Pennsylvania
$828K -$36.7K -337 -4%
BMC
578
Beaton Management Company
Massachusetts
$827K
WAS
579
Winch Advisory Services
Wisconsin
$824K -$654 -6 -0.1%
CSIC
580
Clifford Swan Investment Counsel
California
$823K
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$820K +$25.9K +238 +3%
USAA
582
United Services Automobile Association
Texas
$810K +$810K +7,528 New
MW
583
Marcum Wealth
Ohio
$808K +$10.1K +93 +1%
DTL
584
Dynamic Technology Lab
Singapore
$801K -$606K -5,559 -43%
FDCDDQ
585
Federation des caisses Desjardins du Quebec
Quebec, Canada
$799K +$190K +1,742 +31%
IHL
586
Investment House LLC
California
$796K
Kovitz Investment Group Partners
587
Kovitz Investment Group Partners
Illinois
$791K +$168K +1,538 +27%
SFI
588
SPC Financial Inc
Maryland
$789K +$72.3K +663 +10%
SBIA
589
Sheaff Brock Investment Advisors
Indiana
$786K +$1.64K +15 +0.2%
LIM
590
Loudon Investment Management
New Hampshire
$784K +$784K +7,195 New
IAN
591
Integrated Advisors Network
Texas
$778K +$20.5K +188 +3%
EB
592
Eastern Bank
Massachusetts
$776K -$114K -1,048 -13%
DA
593
Drake & Associates
Wisconsin
$771K -$151K -1,384 -16%
CA
594
Claro Advisors
Massachusetts
$767K -$121K -1,114 -14%
SC
595
Steph & Co
Wisconsin
$765K
TCOT
596
Trust Company of Toledo
Ohio
$764K
PCIA
597
Prime Capital Investment Advisors
Kansas
$754K +$153K +1,406 +25%
BWM
598
Buckley Wealth Management
Nevada
$749K +$19.9K +183 +3%
BBVA
599
Banco Bilbao Vizcaya Argentaria
Spain
$744K +$34.5K +317 +5%
PWP
600
Precedent Wealth Partners
Texas
$743K +$743K +6,821 New