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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 %
BTWM
676
Brass Tax Wealth Management
Ohio
$557K +$4.36K +40 +0.8%
FFM
677
Fullerton Fund Management
Singapore
$551K +$551K +5,058 New
MFT
678
Moisand Fitzgerald Tamayo
Florida
$548K
HBT
679
Heartland Bank & Trust
Illinois
$548K +$548K +5,026 New
PA
680
Prossimo Advisors
California
$546K +$64K +588 +13%
CWA
681
Centennial Wealth Advisory
Michigan
$546K +$110K +1,011 +25%
PA
682
Parallel Advisors
California
$546K -$22K -202 -4%
ZF
683
Zhang Financial
Michigan
$541K +$654 +6 +0.1%
FAP
684
Financial Advisory Partners
Florida
$541K -$41.4K -380 -7%
BMWM
685
Brown Miller Wealth Management
Virginia
$538K +$538K +4,940 New
HI
686
Hudock Inc
Pennsylvania
$536K +$327 +3 +0.1%
PWM
687
Partnership Wealth Management
Maryland
$534K
SI
688
Stephens Inc
Arkansas
$532K +$19.2K +176 +4%
ACM
689
Advisors Capital Management
New Jersey
$529K +$19.3K +177 +4%
ACI
690
Alpha Cubed Investments
California
$526K +$47.7K +438 +10%
MCM
691
Mill Capital Management
North Carolina
$526K
OC
692
Oarsman Capital
Wisconsin
$524K -$18K -165 -3%
PFS
693
Prospera Financial Services
Texas
$524K -$390K -3,576 -43%
FA
694
Faithward Advisors
Pennsylvania
$522K +$14.8K +136 +3%
DAS
695
Dynamic Advisor Solutions
Arizona
$522K +$522K +4,790 New
FTWA
696
Fifth Third Wealth Advisors
Ohio
$522K +$28K +257 +6%
HTC
697
Haverford Trust Company
Pennsylvania
$521K +$4.47K +41 +0.9%
SMC
698
Smith, Moore & Co
Missouri
$516K -$1.09K -10 -0.2%
RAM
699
Redmond Asset Management
Virginia
$512K
BPWM
700
Badgley Phelps Wealth Managers
Washington
$512K