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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 %
ECA
601
Elevated Capital Advisors
Utah
$741K -$30.5K -280 -4%
MWM
602
Modern Wealth Management
Kansas
$738K +$50.8K +466 +7%
ACA
603
Aptus Capital Advisors
Alabama
$737K -$98.4K -903 -12%
PFG
604
PAX Financial Group
Texas
$733K +$57.9K +531 +9%
RCM
605
Raleigh Capital Management
North Carolina
$732K +$7.41K +68 +1%
EWA
606
EP Wealth Advisors
California
$729K +$55.4K +508 +8%
MLA
607
My Legacy Advisors
Oregon
$726K +$10K +92 +1%
DWM
608
Dakota Wealth Management
Florida
$721K -$16.3K -150 -2%
NICM
609
Neo Ivy Capital Management
New York
$717K +$717K +6,580 New
PPWM
610
Paragon Private Wealth Management
Kentucky
$714K -$148K -1,354 -17%
BWM
611
Blossom Wealth Management
California
$714K -$10.4K -95 -1%
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$711K -$109 -1 -0%
TT
613
TI-Trust
Illinois
$701K
SFA
614
Sequoia Financial Advisors
Ohio
$700K -$67.1K -616 -9%
APP
615
Avantax Planning Partners
Iowa
$700K +$6.32K +58 +0.9%
EH
616
Equitable Holdings
New York
$696K -$7.85K -72 -1%
MLFP
617
MPS Loria Financial Planners
Illinois
$696K -$17.8K -163 -2%
BIM
618
Bridges Investment Management
Nebraska
$694K +$4.36K +40 +0.6%
IA
619
Integrity Alliance
Iowa
$689K +$689K +6,318 New
A
620
AlphaQuest
New York
$686K +$149K +1,363 +28%
CWM
621
Congress Wealth Management
Massachusetts
$686K -$396K -3,654 -37%
TPA
622
Trivium Point Advisory
Connecticut
$686K +$87.4K +802 +15%
ACM
623
AlphaStar Capital Management
North Carolina
$681K +$93.3K +856 +16%
RA
624
Ransom Advisory
Rhode Island
$681K +$681K +6,250 New
GI
625
Gradient Investments
Minnesota
$669K +$13.1K +120 +2%