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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 %
MWM
851
MBE Wealth Management
Wisconsin
$281K +$104 +1 +0%
LOPW
852
Live Oak Private Wealth
North Carolina
$281K -$1.67K -16 -0.6%
RWP
853
RWA Wealth Partners
Massachusetts
$279K +$27.7K +266 +11%
HWP
854
Hibernia Wealth Partners
Louisiana
$278K +$278K +2,672 New
JWM
855
JGP Wealth Management
Oregon
$278K
P
856
Pitcairn
Pennsylvania
$277K -$61.5K -590 -18%
IIC
857
Ironwood Investment Counsel
Arizona
$277K -$3.33K -32 -1%
LCM
858
Liberty Capital Management
Michigan
$276K +$10.1K +97 +4%
WAP
859
Wealthcare Advisory Partners
Pennsylvania
$276K -$13.1K -126 -5%
B
860
Bailard
California
$274K +$62K +595 +29%
SCM
861
SKBA Capital Management
California
$274K +$41.7K +400 +18%
BC
862
Bowman & Company
Wisconsin
$272K +$63.5K +609 +30%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$272K +$210K +2,019 +342%
FWA
864
FSM Wealth Advisors
Ohio
$271K +$271K +2,596 New
LCWP
865
Legacy Capital Wealth Partners
Arkansas
$270K -$15.1K -145 -5%
CISOA
866
Capital Investment Services of America
Wisconsin
$269K -$10.4K -100 -4%
BCM
867
Brown Capital Management
Maryland
$269K -$604K -5,800 -69%
TAM
868
Titleist Asset Management
Texas
$268K +$268K +2,576 New
SGK
869
Steigerwald Gordon & Koch
Virginia
$268K
UFF
870
USA Financial Formulas
Michigan
$268K +$268K +2,569 New
PWAM
871
Pinnacle West Asset Management
Wyoming
$267K
MPWT
872
MassMutual Private Wealth & Trust
Connecticut
$267K +$8.13K +78 +3%
MSWM
873
Master's Wealth Management
Pennsylvania
$267K +$267K +2,559 New
OA
874
Oxbow Advisors
Texas
$266K
FMLI
875
Fukoku Mutual Life Insurance
Japan
$266K -$32.8K -315 -11%