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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 %
CTA
701
Chesley Taft & Associates
Illinois
$503K -$108K -989 -18%
FAN
702
Financial Advisors Network
California
$496K +$21.4K +196 +4%
PMG
703
ProVise Management Group
Florida
$494K +$74.1K +680 +18%
MLL
704
Moody Lynn & Lieberson
Massachusetts
$494K
LA
705
Lifeworks Advisors
Michigan
$493K +$493K +4,523 New
AMG
706
Advisors Management Group
Wisconsin
$490K -$47.3K -434 -9%
LIA
707
LS Investment Advisors
Michigan
$488K
MCM
708
McDonough Capital Management
Florida
$488K
CTA
709
Colonial Trust Advisors
South Carolina
$479K
HFM
710
Hartford Funds Management
Pennsylvania
$478K +$100K +922 +27%
FCM
711
Fourpath Capital Management
Oklahoma
$475K -$5.89K -54 -1%
MWM
712
Mission Wealth Management
California
$474K +$38.9K +357 +9%
MIM
713
Marshall Investment Management
Colorado
$473K -$5.12K -47 -1%
CA
714
Continuum Advisory
Idaho
$471K -$32K -294 -6%
CPSC
715
Carl P. Sherr & Co
Massachusetts
$468K
WPA
716
West Paces Advisors
Georgia
$468K -$13.7K -126 -3%
TFO
717
Tarbox Family Office
California
$465K
CA
718
Crewe Advisors
Utah
$465K +$3.16K +29 +0.7%
WFI
719
West Family Investments
California
$459K +$6.87K +63 +2%
BBW
720
Blue Barn Wealth
Utah
$457K -$981 -9 -0.2%
AWA
721
Arete Wealth Advisors
Illinois
$457K -$6.86K -63 -1%
KFA
722
Krane Funds Advisors
New York
$457K -$58.7K -539 -11%
CC
723
Courier Capital
New York
$456K
JSW
724
Journey Strategic Wealth
New Jersey
$455K +$12.1K +111 +3%
OSNBOA
725
Old Second National Bank of Aurora
Illinois
$455K -$48.4K -444 -10%