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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 %
PPWM
651
Paragon Private Wealth Management
Kentucky
$546K -$136K -1,308 -20%
JSW
652
Journey Strategic Wealth
New Jersey
$546K +$111K +1,062 +25%
WA
653
Waverly Advisors
Alabama
$543K +$6.04K +58 +1%
BFO
654
Boston Family Office
Massachusetts
$538K
BTWM
655
Brass Tax Wealth Management
Ohio
$537K +$4.17K +40 +0.8%
BPWM
656
Badgley Phelps Wealth Managers
Washington
$537K +$47.5K +456 +10%
MGIA
657
Moneta Group Investment Advisors
Missouri
$535K +$108K +1,038 +25%
ACM
658
Advisors Capital Management
New Jersey
$531K +$25.5K +245 +5%
RA
659
Ransom Advisory
Rhode Island
$526K -$125K -1,200 -19%
MFT
660
Moisand Fitzgerald Tamayo
Florida
$524K
SWP
661
Sagespring Wealth Partners
Tennessee
$523K +$107K +1,026 +26%
DFCM
662
Dark Forest Capital Management
Puerto Rico
$519K -$3.04M -29,138 -85%
BMWM
663
Brown Miller Wealth Management
Virginia
$515K
HI
664
Hudock Inc
Pennsylvania
$512K +$417 +4 +0.1%
PWM
665
Partnership Wealth Management
Maryland
$511K
HBT
666
Heartland Bank & Trust
Illinois
$510K -$13.5K -130 -3%
CWA
667
Centennial Wealth Advisory
Michigan
$510K -$11.9K -114 -2%
PMG
668
ProVise Management Group
Florida
$509K +$36.6K +351 +8%
ACI
669
Alpha Cubed Investments
California
$509K +$5.94K +57 +1%
FA
670
Faithward Advisors
Pennsylvania
$508K +$8.44K +81 +2%
MCM
671
Mill Capital Management
North Carolina
$503K
SI
672
Stephens Inc
Arkansas
$502K -$6.67K -64 -1%
OC
673
Oarsman Capital
Wisconsin
$501K
HFM
674
Hartford Funds Management
Pennsylvania
$500K +$42.3K +406 +9%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$500K +$500K +4,797 New