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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 %
WBWA
1101
William B. Walkup & Associates
South Carolina
$43.4K
CAM
1102
Creekmur Asset Management
Illinois
$41.2K +$39.6K +363 +2,420%
VC
1103
Vestor Capital
Illinois
$41K +$41K +372 New
OW
1104
Olistico Wealth
Oklahoma
$40.5K
WT
1105
Whittier Trust
California
$39.1K
AA
1106
Ancora Advisors
Ohio
$38.6K
VWA
1107
Valued Wealth Advisors
Utah
$37.4K
ADL
1108
Asset Dedication LLC
California
$37.2K +$5.99K +55 +19%
SIS
1109
Sound Income Strategies
Florida
$37.2K +$9.26K +85 +33%
CFO
1110
CVA Family Office
Colorado
$36.5K +$4.14K +38 +13%
CFFP
1111
Center for Financial Planning
Michigan
$36.3K
VNA
1112
Valley National Advisers
Pennsylvania
$36K
PFSC
1113
Peoples Financial Services Corp
Pennsylvania
$35.5K
WA
1114
WPG Advisers
Maryland
$34.8K -$6.43K -59 -16%
KIM
1115
Kestra Investment Management
Texas
$34.3K -$36.7K -337 -52%
CT
1116
Coastline Trust
Rhode Island
$33.2K
OWA
1117
Opal Wealth Advisors
New York
$31.6K +$31.6K +290 New
SCM
1118
Silvant Capital Management
Georgia
$31.6K
APW
1119
Atlantic Private Wealth
North Carolina
$31K +$218 +2 +0.7%
PFP
1120
Pinnacle Financial Partners
Tennessee
$30.8K
PGAM
1121
Princeton Global Asset Management
New Jersey
$28.4K +$109 +1 +0.4%
PMIM
1122
Prudent Man Investment Management
Colorado
$28.2K
HFS
1123
Hughes Financial Services
Virginia
$28K +$28K +257 New
PMFA
1124
Plante Moran Financial Advisors
Michigan
$27.9K -$436 -4 -2%
MHR
1125
Matthew Hamilton Rosenberg
$27.5K +$2.4K +22 +10%