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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 %
APP
601
Avantax Planning Partners
Iowa
$667K -$2.19K -21 -0.3%
CAG
602
Csenge Advisory Group
Florida
$666K +$7.84K +73 +1%
BWM
603
Blossom Wealth Management
California
$662K -$20.8K -200 -3%
BFS
604
Bradley Foster & Sargent
Connecticut
$657K +$27.2K +261 +4%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$656K +$68.2K +654 +12%
PFS
606
Prospera Financial Services
Texas
$654K +$153K +1,463 +30%
NSAM
607
North Star Asset Management
Wisconsin
$642K +$23.6K +226 +4%
GI
608
Gradient Investments
Minnesota
$640K -$104 -1 -0%
IWP
609
IAG Wealth Partners
Wisconsin
$633K +$208 +2 +0%
TPBG
610
Turning Point Benefit Group
Maryland
$632K +$46.7K +448 +8%
PFG
611
PAX Financial Group
Texas
$632K -$69K -662 -10%
GCM
612
Graham Capital Management
Connecticut
$623K +$623K +5,981 New
BBVA
613
Banco Bilbao Vizcaya Argentaria
Spain
$622K -$89.2K -856 -13%
MCM
614
MAI Capital Management
Ohio
$622K +$29.1K +279 +5%
FFN
615
Focus Financial Network
Minnesota
$618K +$70.5K +677 +13%
TGAM
616
TBH Global Asset Management
Tennessee
$616K -$4.06K -39 -0.7%
BP
617
Ballentine Partners
Massachusetts
$615K +$20.7K +199 +3%
DWM
618
Dakota Wealth Management
Florida
$610K -$79.7K -765 -12%
PTC
619
Private Trust Company
Ohio
$606K -$2.92K -28 -0.5%
MLFP
620
MPS Loria Financial Planners
Illinois
$605K -$60.7K -583 -9%
FMTC
621
Farmers & Merchants Trust Company
California
$603K +$379K +3,642 +170%
FFM
622
Forum Financial Management
Illinois
$603K +$417 +4 +0.1%
SCA
623
Stonebridge Capital Advisors
Minnesota
$602K +$174K +1,672 +41%
KNW
624
Kesler Norman & Wride
Utah
$602K +$625 +6 +0.1%
AFG
625
Atomi Financial Group
New York
$601K +$51.1K +490 +9%