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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 %
CFA
801
CWS Financial Advisors
Michigan
$360K +$1.2K +11 +0.3%
FFA
802
First Foundation Advisors
California
$360K -$26.4K -242 -7%
PCM
803
Polymer Capital Management
New York
$358K -$233K -2,140 -39%
CC
804
Covalis Capital
United Kingdom
$358K +$358K +3,282 New
IPWA
805
International Private Wealth Advisors
California
$357K +$49.8K +457 +16%
SIAM
806
Sterling Investment Advisors (Missouri)
Missouri
$355K
JCM
807
Jacobi Capital Management
Pennsylvania
$355K +$7.85K +72 +2%
P
808
Pitcairn
Pennsylvania
$354K +$2.51K +23 +0.7%
ONSWM
809
Old North State Wealth Management
North Carolina
$354K +$18.5K +170 +6%
AO
810
Advisor OS
Illinois
$354K +$2.51K +23 +0.7%
SW
811
SkyOak Wealth
Michigan
$354K +$354K +3,244 New
1SB
812
1ST Source Bank
Indiana
$349K -$8.94K -82 -2%
GFP
813
Gryphon Financial Partners
Ohio
$348K +$9.15K +84 +3%
WWM
814
Western Wealth Management
Colorado
$346K +$15.8K +145 +5%
CI
815
Cigna Investments
Connecticut
$346K -$5.44K -50 -2%
PWM
816
Perigon Wealth Management
California
$343K +$4.25K +39 +1%
ZIM
817
Zacks Investment Management
Illinois
$341K +$27.6K +253 +9%
MA
818
MJP Associates
Connecticut
$341K +$11.7K +107 +4%
AAP
819
Arax Advisory Partners
Colorado
$337K -$6.43K -59 -2%
NCFG
820
New Century Financial Group
New Jersey
$336K +$5.89K +54 +2%
IAIM
821
International Assets Investment Management
Florida
$336K +$3.81K +35 +1%
CBT
822
Crews Bank & Trust
Florida
$335K
CFS
823
CRA Financial Services
New Jersey
$332K
TVM
824
True Vision MN
Minnesota
$332K +$2.72K +25 +0.8%
KFGK
825
Keystone Financial Group (Kentucky)
Kentucky
$332K -$13.7K -126 -4%