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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 %
ONSWM
776
Old North State Wealth Management
North Carolina
$352K +$13.9K +133 +4%
SAM
777
Strategy Asset Managers
California
$349K -$7.71K -74 -2%
SAM
778
Summit Asset Management
Tennessee
$348K
BNP Paribas Asset Management
779
BNP Paribas Asset Management
France
$345K -$195K -1,868 -36%
PA
780
Prossimo Advisors
California
$343K -$179K -1,720 -34%
CIA
781
Choate Investment Advisors
Massachusetts
$342K +$34.9K +335 +11%
SW
782
SkyOak Wealth
Michigan
$338K
BRWA
783
B. Riley Wealth Advisors
Florida
$334K +$334K +3,210 New
WPC
784
Wedmont Private Capital
Pennsylvania
$334K +$78.9K +757 +31%
AO
785
Advisor OS
Illinois
$332K -$6.04K -58 -2%
GFP
786
Gryphon Financial Partners
Ohio
$331K -$1.04K -10 -0.3%
WWM
787
Western Wealth Management
Colorado
$329K -$1.77K -17 -0.5%
CAMG
788
CWA Asset Management Group
Florida
$329K +$21.8K +209 +7%
MA
789
MJP Associates
Connecticut
$328K +$1.88K +18 +0.6%
ZIM
790
Zacks Investment Management
Illinois
$327K +$1.35K +13 +0.4%
CI
791
Cigna Investments
Connecticut
$327K -$4.69K -45 -1%
SIMG
792
Sonora Investment Management Group
Arizona
$322K +$13K +125 +4%
TVM
793
True Vision MN
Minnesota
$320K +$2.61K +25 +0.8%
CBT
794
Crews Bank & Trust
Florida
$320K
EWA
795
ERTS Wealth Advisors
Michigan
$319K +$319K +3,059 New
JCM
796
Jacobi Capital Management
Pennsylvania
$317K -$21.8K -209 -6%
KFGK
797
Keystone Financial Group (Kentucky)
Kentucky
$317K
1SB
798
1ST Source Bank
Indiana
$315K -$19.3K -185 -6%
GIA
799
Gladstone Institutional Advisory
Florida
$314K -$66.1K -634 -17%
CCA
800
Cobblestone Capital Advisors
New York
$312K +$16.3K +156 +5%