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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 %
DZ Bank
676
DZ Bank
Germany
$498K -$417K -4,005 -46%
FAP
677
Financial Advisory Partners
Florida
$497K -$20.5K -197 -4%
DWP
678
Daymark Wealth Partners
Ohio
$494K +$145K +1,390 +42%
MSAM
679
Moloney Securities Asset Management
Missouri
$493K +$493K +4,730 New
AS
680
Altshuler Shaham
Israel
$492K +$133K +1,279 +37%
SIAM
681
Sterling Investment Advisors (Missouri)
Missouri
$491K -$24K -152 -5%
DAS
682
Dynamic Advisor Solutions
Arizona
$489K -$9.9K -95 -2%
FAN
683
Financial Advisors Network
California
$488K +$14.2K +136 +3%
AWS
684
Atria Wealth Solutions
New York
$488K -$493K -4,728 -50%
SWM
685
Segment Wealth Management
Texas
$485K +$82.7K +794 +21%
HTC
686
Haverford Trust Company
Pennsylvania
$483K -$15.4K -148 -3%
RAM
687
Redmond Asset Management
Virginia
$479K -$10.4K -100 -2%
SMC
688
Smith, Moore & Co
Missouri
$478K -$15.4K -148 -3%
CTA
689
Chesley Taft & Associates
Illinois
$475K -$5.42K -52 -1%
SAG
690
SageView Advisory Group
California
$475K -$89.1K -829 -16%
MCM
691
Monument Capital Management
Virginia
$472K +$124K +1,188 +36%
MLL
692
Moody Lynn & Lieberson
Massachusetts
$471K -$1.04K -10 -0.2%
FTWA
693
Fifth Third Wealth Advisors
Ohio
$471K -$27.9K -268 -6%
AMG
694
Advisors Management Group
Wisconsin
$470K +$1.77K +17 +0.4%
LIA
695
LS Investment Advisors
Michigan
$467K
MCM
696
McDonough Capital Management
Florida
$466K
ACM
697
AlphaStar Capital Management
North Carolina
$465K -$187K -1,791 -29%
CTA
698
Colonial Trust Advisors
South Carolina
$458K
KFA
699
Krane Funds Advisors
New York
$457K +$20.6K +198 +5%
VSQM
700
V-Square Quantitative Management
Illinois
$457K +$48.6K +466 +12%