WEC icon

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 %
GL
976
Graypoint LLC
New York
$200K +$200K +1,919 New
RFS
977
Richardson Financial Services
Massachusetts
$189K -$1.78K -17 -0.9%
FCAS
978
First Command Advisory Services
Texas
$187K
SAM
979
Smartleaf Asset Management
Massachusetts
$185K -$13.2K -128 -7%
CI
980
CX Institutional
Indiana
$184K -$522 -5 -0.3%
SOW
981
State of Wyoming
Wyoming
$184K +$9.9K +95 +6%
CWM
982
CarsonAllaria Wealth Management
Illinois
$180K +$625 +6 +0.3%
GFA
983
Gladwyn Financial Advisors
Virginia
$174K +$174K +1,666 New
SIS
984
Sound Income Strategies
Florida
$172K +$137K +1,312 +385%
VIA
985
Virtus Investment Advisers
Connecticut
$172K +$6.36K +61 +4%
CIA
986
Cape Investment Advisory
Georgia
$169K +$104 +1 +0.1%
DJSG
987
D.J. St. Germain
Massachusetts
$167K +$56.3K +540 +51%
GWSG
988
GPS Wealth Strategies Group
Colorado
$160K +$22.2K +213 +16%
CF
989
Centaurus Financial
California
$149K -$417 -4 -0.3%
Acadian Asset Management
990
Acadian Asset Management
Massachusetts
$143K
FP
991
Financial Perspectives
Minnesota
$139K
JFA
992
JNBA Financial Advisors
Minnesota
$137K
CFB
993
Cullen/Frost Bankers
Texas
$133K +$51.6K +495 +63%
OA
994
Operose Advisors
Wisconsin
$133K +$3.44K +33 +3%
MYIA
995
Mount Yale Investment Advisors
Colorado
$127K +$127K +1,222 New
FNWA
996
Financial Network Wealth Advisors
Utah
$124K +$3.44K +33 +3%
TCOV
997
Trust Company of Vermont
Vermont
$124K +$26.2K +251 +27%
VT
998
Volterra Technologies
New York
$124K +$124K +1,188 New
CA
999
CoreCap Advisors
Michigan
$122K -$2.19K -21 -2%
HBT
1000
Hills Bank & Trust
Iowa
$122K -$8.86K -85 -7%