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WEC Energy

1,259 hedge funds and large institutions have $29.9B invested in WEC Energy in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 532 increasing their positions, 386 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 386

5% more capital invested

Capital invested by funds: $28.4B → $29.9B (+$1.53B)

4% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 107

0.98% more ownership

Funds ownership: 82.55%83.53% (+0.98%)

1% less funds holding

Funds holding: 1,2701,259 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

30% less call options, than puts

Call options by funds: $74.2M | Put options by funds: $106M

Holders
1,259
Holders Change
-11
Holders Change %
-0.87%
% of All Funds
16.58%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
111
Increased
532
Reduced
386
Closed
107
Calls
$74.2M
Puts
$106M
Net Calls
-$32M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
301
First American Bank
Illinois
$3.58M +$175K +1,642 +5%
Rafferty Asset Management
302
Rafferty Asset Management
New York
$3.57M +$608K +5,710 +20%
HWAM
303
Hennion & Walsh Asset Management
New Jersey
$3.57M +$101K +949 +3%
BIM
304
Brentview Investment Management
Illinois
$3.49M -$61.3K -576 -2%
KBC Group
305
KBC Group
Belgium
$3.44M +$708K +6,652 +25%
PFM
306
Premier Fund Managers
United Kingdom
$3.4M +$319K +3,000 +10%
CG
307
Castellan Group
Kentucky
$3.38M +$203K +1,907 +6%
BAM
308
Belpointe Asset Management
Nevada
$3.32M +$207K +1,944 +7%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$3.31M +$169K +1,584 +5%
KAS
310
Kestra Advisory Services
Texas
$3.28M +$516K +4,852 +18%
EAM
311
Eventide Asset Management
Massachusetts
$3.27M +$467K +4,388 +18%
LIM
312
Leavell Investment Management
Alabama
$3.23M
CCC
313
Cincinnati Casualty Company
Ohio
$3.23M
Pathstone Holdings
314
Pathstone Holdings
New Jersey
$3.22M +$311K +2,921 +10%
Focus Partners Wealth
315
Focus Partners Wealth
Massachusetts
$3.17M +$903K +8,490 +39%
PCG
316
Prosperity Consulting Group
Maryland
$3.17M -$139K -1,309 -4%
TPCW
317
TD Private Client Wealth
New York
$3.16M -$131K -1,228 -4%
JAG
318
Journey Advisory Group
Kentucky
$3.15M -$17.1K -161 -0.5%
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$3.13M
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$3.13M -$106K -1,000 -3%
UM
321
UniSuper Management
Australia
$3.11M -$2.13K -20 -0.1%
MIP
322
Marietta Investment Partners
Wisconsin
$3.1M +$1.69M +15,900 +115%
CC
323
Centiva Capital
New York
$3.04M +$3.1M +29,132 New
MGP
324
Metis Global Partners
California
$2.99M +$216K +2,034 +8%
PI
325
PineBridge Investments
New York
$2.96M +$3.03M +28,438 New

WEC Hedge Fund Activity: Q2 2025 in Review

1,259 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2025, worth a combined $29.9B — up 5.4% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WEC positions and 107 closed out — a net gain of 4 holders — while 532 added to existing stakes and 386 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $255M. The largest seller was Pictet Asset Management, cutting an estimated $75.9M.

  • 1,259 institutional investors held WEC Energy (WEC) as of Q2 2025, down from 1,270 in Q1 2025.
  • Funds reported $29.9B of WEC Energy stock for Q2 2025, up 5.4% quarter-over-quarter.
  • 111 funds opened new WEC Energy positions in Q2 2025 and 107 closed out, a net change of +4 holders.
  • The largest WEC Energy buyer in Q2 2025 was Broadwater Capital, an estimated $255M added.
  • The largest WEC Energy seller in Q2 2025 was Pictet Asset Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q2 2025.