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WEC Energy

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
1101
Front Row Advisors
California
$9.59K
EBA
1102
Eagle Bay Advisors
New York
$9.44K
HWM
1103
HighMark Wealth Management
Minnesota
$9.4K
CSC
1104
Caldwell Sutter Capital
California
$9.4K
GSWM
1105
Golden State Wealth Management
California
$9.12K +$9.12K +97 New
JWA
1106
JFS Wealth Advisors
Pennsylvania
$8.75K -$9.03K -96 -51%
AF
1107
Atala Financial
California
$8.75K +$8.75K +93 New
SIM
1108
Synergy Investment Management
Florida
$8.57K +$8.57K +92 New
MG
1109
MilWealth Group
Wisconsin
$8.37K
LFASL
1110
Lugano Financial Advisors SA (LFA)
Switzerland
$7.99K
DF
1111
Dunhill Financial
United Kingdom
$7.82K +$1.6K +17 +26%
SC
1112
Solstein Capital
California
$7.71K
RWPA
1113
Richard W. Paul & Associates
Michigan
$7.62K +$188 +2 +3%
S
1114
Sachetta
Massachusetts
$7.52K -$4.14K -44 -35%
HIA
1115
Harbor Investment Advisory
Maryland
$7.43K
MMCM
1116
Murphy & Mullick Capital Management
New York
$7.38K +$7.38K +79 New
NECFA
1117
New England Capital Financial Advisors
Connecticut
$7.11K +$7.11K +76 New
CAS
1118
Coppell Advisory Solutions
Texas
$6.5K -$659 -7 -9%
SC
1119
SouthState Corp
Florida
$6.4K +$6.4K +68 New
LIS
1120
Legacy Investment Solutions
Idaho
$6.31K -$13.4K -132 -68%
LWMI
1121
Legacy Wealth Management (Idaho)
Idaho
$6.31K -$13.4K -132 -68%
LI
1122
LRI Investments
Florida
$6.3K
MEG
1123
Millstone Evans Group
Colorado
$6.3K +$6.3K +67 New
GFPC
1124
Global Financial Private Client
Florida
$6.02K +$564 +6 +10%
DWM
1125
Darwin Wealth Management
Florida
$6.02K