WEC icon

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 %
PL
726
Plancorp LLC
Missouri
$452K +$7.63K +70 +2%
UCFA
727
United Capital Financial Advisors
Texas
$450K +$48K +440 +12%
SCA
728
Stonebridge Capital Advisors
Minnesota
$447K +$175K +1,603 +64%
MSWM
729
Mowery & Schoenfeld Wealth Management
Illinois
$447K +$206K +1,892 +86%
MGIA
730
Moneta Group Investment Advisors
Missouri
$446K -$3.71K -34 -0.8%
CW
731
CreativeOne Wealth
Kansas
$446K +$80.5K +739 +22%
CCM
732
Coldstream Capital Management
Washington
$444K +$7.85K +72 +2%
CGL
733
Clarius Group LLC
Washington
$443K +$443K +4,063 New
BFS
734
Bard Financial Services
Connecticut
$442K
ECM
735
Everence Capital Management
Indiana
$441K
ACM
736
Aster Capital Management
United Arab Emirates
$440K +$259K +2,427 +143%
SCTC
737
Sanibel Captiva Trust Company
Florida
$437K
AP
738
Appleton Partners
Massachusetts
$437K +$13K +119 +3%
CAM
739
Carret Asset Management
New York
$436K
SWP
740
Sagespring Wealth Partners
Tennessee
$435K +$105K +964 +32%
TSWM
741
Tyler-Stone Wealth Management
Ohio
$435K
MHIC
742
Marble Harbor Investment Counsel
Massachusetts
$434K -$409K -3,750 -48%
CPWA
743
Cerro Pacific Wealth Advisors
California
$431K -$752 -8 -0.2%
PNC
744
Park National Corp
Ohio
$430K +$2.51K +23 +0.6%
PWP
745
Phillips Wealth Planners
Mississippi
$430K -$4.28K -40 -1%
CIS
746
Custom Index Systems
New York
$429K +$154K +1,412 +56%
AF
747
Advisornet Financial
Minnesota
$429K -$17K -156 -4%
SBWIC
748
Schaper Benz & Wise Investment Counsel
Wisconsin
$428K
KWM
749
Kiker Wealth Management
Georgia
$427K -$33.5K -307 -7%
VSQM
750
V-Square Quantitative Management
Illinois
$427K +$654 +6 +0.2%