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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 %
PNC
726
Park National Corp
Ohio
$409K -$2.29K -22 -0.6%
PWP
727
Phillips Wealth Planners
Mississippi
$406K -$11.2K -108 -3%
TSWM
728
Tyler-Stone Wealth Management
Ohio
$405K -$10.4K -100 -3%
RWM
729
Revisor Wealth Management
Ohio
$404K +$404K +3,823 New
AWA
730
Arete Wealth Advisors
Illinois
$404K -$33.3K -320 -8%
ST
731
Smithfield Trust
Pennsylvania
$401K
LI
732
LVZ Inc
Michigan
$401K
CIS
733
Custom Index Systems
New York
$401K -$10K -96 -2%
GSB
734
Greenfield Savings Bank
Massachusetts
$400K +$2.92K +28 +0.7%
BOPW
735
Brandywine Oak Private Wealth
Pennsylvania
$399K
UCFA
736
United Capital Financial Advisors
Texas
$398K -$31.6K -303 -7%
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$398K +$1.46K +14 +0.4%
KWM
738
Kiker Wealth Management
Georgia
$397K -$11.3K -108 -3%
AP
739
Appleton Partners
Massachusetts
$397K -$20.9K -200 -5%
FGA
740
Fortis Group Advisors
New Jersey
$396K
AWM
741
Aegis Wealth Management
Maryland
$396K
HIS
742
Horizon Investment Services
Indiana
$395K +$33.1K +318 +9%
BCV
743
Banque Cantonale Vaudoise
Switzerland
$395K +$1.56K +15 +0.4%
CFG
744
Certior Financial Group
Pennsylvania
$390K +$938 +9 +0.2%
AF
745
Advisornet Financial
Minnesota
$389K -$21.4K -205 -5%
ALAM
746
Asahi Life Asset Management
Japan
$389K +$389K +3,730 New
CPCPP
747
Canada Post Corporation Pension Plan
Canada
$388K +$388K +3,722 New
LI
748
LifeWealth Investments
Florida
$385K +$11.4K +109 +3%
IWS
749
Insight Wealth Strategies
California
$384K -$6.08K -58 -2%
ZIC
750
ZWJ Investment Counsel
Georgia
$384K -$18.1K -174 -5%