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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
16.61%
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 %
MEG
1176
Millstone Evans Group
Colorado
$6.98K
DWM
1177
Darwin Wealth Management
Florida
$6.67K
LWMI
1178
Legacy Wealth Management (Idaho)
Idaho
$6.46K
LIS
1179
Legacy Investment Solutions
Idaho
$6.46K +$6.46K +62 New
MAWAG
1180
Mid-American Wealth Advisory Group
Missouri
$6.46K +$6.46K +62 New
RFA
1181
Reyes Financial Architecture
California
$6.36K
GC
1182
GFG Capital
Florida
$6.25K +$6.25K +60 New
1IA
1183
1620 Investment Advisors
Massachusetts
$6.15K
WTC
1184
WhitTier Trust Company
Nevada
$5.83K +$3.54K +34 +155%
AWM
1185
Abound Wealth Management
Tennessee
$5.75K
WA
1186
Whipplewood Advisors
Colorado
$5.63K +$4.79K +46 +575%
BDPWM
1187
Barnes Dennig Private Wealth Management
Ohio
$5.52K
KFP
1188
Keener Financial Planning
Texas
$5K
AW
1189
Avion Wealth
Texas
$5K +$2.46K +28 +97%
TWD
1190
True Wealth Design
Ohio
$4.9K -$938 -9 -16%
IRC
1191
Investors Research Corp
Georgia
$4.9K
SS
1192
Sunbelt Securities
Texas
$4.8K -$126K -1,339 -96%
AEPWM
1193
Atlantic Edge Private Wealth Management
Florida
$4.69K
RWS
1194
Retirement Wealth Solutions
Wisconsin
$4.57K +$104 +1 +2%
SC
1195
SouthState Corp
Florida
$4.17K -$10.2K -98 -71%
GEA
1196
Glen Eagle Advisors
New Jersey
$4.17K
WTFG
1197
Wood Tarver Financial Group
Idaho
$4K
OAJ
1198
Ogorek Anthony Joseph
New York
$4K
IWM
1199
IMG Wealth Management
Florida
$3.75K +$3.75K +36 New
PWMG
1200
Private Wealth Management Group
New Jersey
$3.54K