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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 %
CIAS
901
CFS Investment Advisory Services
New Jersey
$251K +$15.4K +148 +7%
ASG
902
Ariston Services Group
California
$250K +$18.5K +178 +8%
IC
903
Iconiq Capital
California
$249K +$5.21K +50 +2%
MT
904
Midwest Trust
Kansas
$249K +$249K +2,387 New
KFGG
905
Keystone Financial Group (Georgia)
Georgia
$249K +$755 +7 +0.3%
PCI
906
Planning Center Inc
Illinois
$248K +$104 +1 +0%
MIM
907
Meridiem Investment Management
United Kingdom
$248K
PGFC
908
Peapack-Gladstone Financial Corp
New Jersey
$247K -$431K -4,147 -64%
OFS
909
OneAscent Financial Services
Alabama
$247K -$2.19K -21 -0.9%
EFS
910
Essex Financial Services
Connecticut
$246K +$30.8K +296 +14%
LWM
911
Liberty Wealth Management
California
$244K +$2.71K +26 +1%
BJL
912
Brighton Jones LLC
Washington
$244K +$15.5K +149 +7%
FFG
913
Fiduciary Financial Group
California
$242K +$8.49K +81 +4%
LC
914
LCNB Corp
Ohio
$242K
FMTCOCP
915
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K
DWM
916
Drive Wealth Management
Utah
$240K +$240K +2,303 New
MAM
917
Martingale Asset Management
Massachusetts
$240K +$240K +2,303 New
TWP
918
Tower Wealth Partners
Pennsylvania
$240K +$4.59K +44 +2%
MSFS
919
Main Street Financial Solutions
Pennsylvania
$240K +$1.15K +11 +0.5%
MMG
920
Monetary Management Group
Missouri
$240K
EWA
921
EverSource Wealth Advisors
Alabama
$240K +$58.6K +562 +32%
RFN
922
RDA Financial Network
Iowa
$238K -$7.4K -71 -3%
IA
923
Integrity Alliance
Iowa
$235K -$423K -4,060 -64%
ESB
924
Essex Savings Bank
Connecticut
$234K
VAG
925
VisionPoint Advisory Group
Texas
$234K +$234K +2,245 New