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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 %
AWM
776
Aegis Wealth Management
Maryland
$396K -$4.14K -38 -1%
CE
777
Cornerstone Enterprises
Wisconsin
$394K -$50.2K -461 -11%
AIM
778
Alhambra Investment Management
Florida
$394K -$50.9K -467 -11%
LI
779
LifeWealth Investments
Florida
$390K +$158K +1,453 +68%
FIM
780
Freedom Investment Management
Connecticut
$386K -$10.9K -100 -3%
RSWM
781
Robertson Stephens Wealth Management
California
$383K -$218 -2 -0.1%
HIS
782
Horizon Investment Services
Indiana
$379K +$379K +3,473 New
GSEP
783
Golden State Equity Partners
California
$376K -$47.7K -438 -11%
BCP
784
Blue Chip Partners
Michigan
$376K -$21K -193 -5%
SWTS
785
Stonehaven Wealth & Tax Solutions
Wisconsin
$375K -$545 -5 -0.1%
AS
786
Altshuler Shaham
Israel
$375K +$254K +2,328 +209%
GLA
787
Great Lakes Advisors
Illinois
$375K -$5.26M -48,283 -93%
W
788
Wealthquest
Ohio
$373K +$654 +6 +0.2%
SAM
789
Strategy Asset Managers
California
$373K -$35.6K -327 -9%
CFO
790
Callan Family Office
Pennsylvania
$372K -$56.1K -515 -13%
AIA
791
AssuredPartners Investment Advisors
Florida
$371K -$84.8K -778 -19%
BC
792
Bruce & Co
Illinois
$371K
Renaissance Technologies
793
Renaissance Technologies
New York
$371K +$371K +3,400 New
NP
794
Nilsine Partners
Colorado
$370K -$17.2K -158 -4%
AA
795
ALPS Advisors
Colorado
$366K -$37.2K -341 -9%
DWP
796
Daymark Wealth Partners
Ohio
$365K -$77.3K -709 -17%
MCM
797
Monument Capital Management
Virginia
$364K
SAM
798
Summit Asset Management
Tennessee
$363K
PPWP
799
Premier Path Wealth Partners
New Jersey
$363K +$10.7K +98 +3%
MP
800
Moment Partners
California
$363K -$872 -8 -0.2%