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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
16.62%
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 %
HR
926
Howe & Rusling
New York
$233K +$12K +115 +5%
SMF
927
Scott Marsh Financial
Utah
$233K +$233K +2,232 New
LFG
928
Lockerman Financial Group
California
$232K -$313 -3 -0.1%
MG
929
Mather Group
Illinois
$230K +$56.3K +540 +32%
WI
930
WrapManager Inc
California
$229K -$8.54K -82 -4%
PCTC
931
Perkins Coie Trust Company
Washington
$229K -$313 -3 -0.1%
CM
932
Capital Management
Virginia
$229K
CWP
933
CFM Wealth Partners
Texas
$229K -$5K -48 -2%
CAM
934
Cozad Asset Management
Illinois
$229K
SLC
935
Second Line Capital
Louisiana
$229K
TPI
936
Trust Point Inc
Wisconsin
$228K +$23.8K +228 +12%
ADL
937
Asset Dedication LLC
California
$228K +$192K +1,845 +541%
WP
938
WealthShield Partners
North Carolina
$227K +$227K +2,179 New
LAM
939
Longboard Asset Management
Arizona
$227K
AWAP
940
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$2.4K +23 +1%
HIMS
941
Hager Investment Management Services
New Hampshire
$226K
IWA
942
Inspirion Wealth Advisors
Illinois
$225K -$3.65K -35 -2%
BSTWA
943
Blake Schutter Theil Wealth Advisors
Ohio
$225K -$44.3K -425 -16%
DSC
944
Duncker Streett & Co
Missouri
$223K -$35.2K -338 -14%
FHA
945
Flagship Harbor Advisors
Massachusetts
$223K -$17.5K -168 -7%
SQA
946
Simon Quick Advisors
New Jersey
$223K +$223K +2,137 New
MSWM
947
Mowery & Schoenfeld Wealth Management
Illinois
$222K -$205K -1,967 -48%
ANTB
948
AMG National Trust Bank
Colorado
$221K
TTWM
949
TCV Trust & Wealth Management
Virginia
$218K
PPC
950
Park Place Capital
Alabama
$217K -$18.8K -179 -8%