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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 %
CA
826
Continuum Advisory
Idaho
$300K -$150K -1,437 -33%
SIA
827
Strategic Investment Advisors
Michigan
$299K +$70K +672 +31%
BWM
828
Buska Wealth Management
Wisconsin
$299K
BIA
829
Beacon Investment Advisors
Maryland
$297K +$15.5K +150 +5%
BFW
830
Brady Family Wealth
Missouri
$297K +$417 +4 +0.1%
DCA
831
DSG Capital Advisors
Minnesota
$295K
CSP
832
Cary Street Partners
Virginia
$294K +$120K +1,152 +69%
SFS
833
Sowell Financial Services
Arkansas
$292K -$18.1K -174 -6%
HWMG
834
Hurlow Wealth Management Group
Indiana
$291K
KA
835
Kovack Advisors
Florida
$291K +$3.44K +33 +1%
AWA
836
Aaron Wealth Advisors
Illinois
$290K +$47.7K +458 +20%
CAAS
837
Capital Asset Advisory Services
Michigan
$290K +$3.88K +37 +1%
AWM
838
Axxcess Wealth Management
California
$288K -$583K -5,590 -67%
LWM
839
Lodestone Wealth Management
Washington
$288K -$13.3K -128 -4%
MPWS
840
McCarter Private Wealth Services
Massachusetts
$287K
WCM
841
Weaver Capital Management
Georgia
$287K -$3.02K -29 -1%
QCG
842
Quadrant Capital Group
Ohio
$286K -$25.5K -245 -8%
KOMWMG
843
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$286K +$625 +6 +0.2%
KBFS
844
Kohmann Bosshard Financial Services
Ohio
$286K
CA
845
Commerzbank Aktiengesellschaft
Germany
$285K
SLG
846
Stanley-Laman Group
Pennsylvania
$285K +$38.9K +373 +16%
II
847
Inspire Investing
Idaho
$284K -$18K -173 -6%
MIM
848
MTM Investment Management
South Carolina
$283K +$9.9K +95 +4%
PMSA
849
Patrick M. Sweeney & Associates
Illinois
$282K +$6.89K +66 +3%
FFA
850
First Foundation Advisors
California
$282K -$62.2K -597 -18%