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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 %
WAG
1326
Wiser Advisor Group
Arizona
-$12.1K -111 Closed
CAL
1327
Capital Analysts LLC
Pennsylvania
-$12K -106 Closed
CSC
1328
Caldwell Sutter Capital
California
-$10.9K -100 Closed
AF
1329
Atala Financial
California
-$10.1K -93 Closed
SIM
1330
Synergy Investment Management
Florida
-$9.93K -91 Closed
GFPC
1331
Global Financial Private Client
Florida
-$8.5K -78 Closed
PPWM
1332
PFG Private Wealth Management
Florida
-$7.85K -72 Closed
CWC
1333
Carolinas Wealth Consulting
North Carolina
-$6.65K -61 Closed
CHC
1334
City Holding Co
West Virginia
-$5.99K -55 Closed
RWM
1335
Ruedi Wealth Management
Illinois
-$3.71K -34 Closed
NCM
1336
Northwest Capital Management
Oregon
-$2.94K -27 Closed
WCM
1337
Winthrop Capital Management
Indiana
-$2K -25 Closed
ETS
1338
ESL Trust Services
New York
-$2.51K -23 Closed
MA
1339
MCF Advisors
Kentucky
-$2.29K -21 Closed
GP
1340
Greenline Partners
New York
-$2.18K -20 Closed
FFC
1341
First Financial Corp
Indiana
-$1.85K -17 Closed
OIA
1342
Optimum Investment Advisors
Illinois
-$1.74K -16 Closed
BWM
1343
Bernard Wealth Management
Michigan
-$1.74K -16 Closed
PA
1344
PSI Advisors
Florida
-$872 -8 Closed
WW
1345
Winnow Wealth
Texas
-$853 -8 Closed
RS
1346
Rakuten Securities
Japan
-$436 -4 Closed