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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 %
ANTB
951
AMG National Trust Bank
Colorado
$231K +$231K +2,119 New
PCWA
952
Pacific Capital Wealth Advisors
California
$230K
TTWM
953
TCV Trust & Wealth Management
Virginia
$228K +$228K +2,095 New
TWP
954
Tyche Wealth Partners
Texas
$227K -$811K -7,438 -78%
NRS
955
Neville Rodie & Shaw
New York
$226K +$226K +2,078 New
EFS
956
Essex Financial Services
Connecticut
$225K -$8.5K -78 -4%
CWM
957
Connecticut Wealth Management
Connecticut
$225K +$225K +2,067 New
MFGM
958
Marshall Financial Group (Maryland)
Maryland
$225K -$14.4K -132 -6%
PFA
959
Plotkin Financial Advisors
Maryland
$223K +$223K +2,042 New
PIN
960
Prudent Investors Network
California
$222K +$222K +2,040 New
SFC
961
Strategic Financial Concepts
Texas
$222K +$222K +2,039 New
B
962
Bailard
California
$222K +$222K +2,037 New
AWM
963
Avior Wealth Management
Nebraska
$221K
FGP
964
Freestone Grove Partners
California
$220K +$220K +2,015 New
BC
965
Bowman & Company
Wisconsin
$219K +$219K +2,005 New
CPIG
966
Chicago Partners Investment Group
Illinois
$218K -$160K -1,457 -42%
TF
967
Tompkins Financial
New York
$218K
DAC
968
Dividend Assets Capital
South Carolina
$218K +$218K +1,997 New
SWA
969
ShankerValleau Wealth Advisors
Illinois
$217K +$217K +1,993 New
O
970
Ossiam
France
$217K -$111K -1,022 -34%
HFA
971
High Falls Advisors
New York
$217K +$217K +1,988 New
FCB
972
First County Bank
Connecticut
$216K +$216K +1,986 New
EFSCE
973
Enterprise Financial Services Corp (EFSC)
Missouri
$216K +$216K +1,985 New
SPC
974
Spirepoint Private Client
Florida
$216K +$216K +1,982 New
AWE
975
Avidian Wealth Enterprises
Texas
$216K +$216K +1,980 New