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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
KRS
376
Kentucky Retirement Systems
Kentucky
$2.11M -$141K -1,328 -6%
RCIM
377
Red Cedar Investment Management
Michigan
$2.09M
EIG
378
Ellenbecker Investment Group
Wisconsin
$2.09M +$131K +1,235 +7%
SFGP
379
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.06M -$9.79K -92 -0.5%
KIA
380
KCM Investment Advisors
California
$2.05M -$36.4K -342 -2%
AIP
381
Ameritas Investment Partners
Nebraska
$2.03M +$23.8K +224 +1%
NB
382
Nicolet Bankshares
Wisconsin
$2.02M -$1.7K -16 -0.1%
AAM
383
Advisors Asset Management
Colorado
$2.01M -$618K -5,808 -23%
HIMCH
384
Hartford Investment Management Co (HIMCO)
Connecticut
$2M -$13.8K -130 -0.7%
NB
385
Norinchukin Bank
Japan
$2M +$155K +1,457 +8%
BWM
386
BKM Wealth Management
Wisconsin
$1.98M +$18.1K +170 +0.9%
AG
387
Ascent Group
Virginia
$1.98M +$139K +1,302 +7%
AF
388
Apollon Financial
South Carolina
$1.98M +$45.3K +426 +2%
GI
389
GAMMA Investing
California
$1.98M +$230K +2,163 +13%
PP
390
Prudential plc
United Kingdom
$1.98M +$1.4M +13,133 +225%
CT
391
Clearstead Trust
Maine
$1.96M -$24K -226 -1%
MFWM
392
Motley Fool Wealth Management
Virginia
$1.95M -$616K -5,785 -24%
GF
393
Gries Financial
Ohio
$1.93M +$114K +1,075 +6%
IGAM
394
iA Global Asset Management
Quebec, Canada
$1.91M +$509K +4,783 +35%
PFA
395
Pathway Financial Advisers
Indiana
$1.89M -$5.64K -53 -0.3%
HW
396
Hancock Whitney
Mississippi
$1.89M +$1.93M +18,119 New
CCM
397
Campbell Capital Management
Florida
$1.88M +$1.92M +18,000 New
SOAMC
398
Spirit of America Management Corp
New York
$1.84M +$26.6K +250 +1%
BHPW
399
Beverly Hills Private Wealth
California
$1.83M +$57.9K +544 +3%
CT
400
Caldwell Trust
Florida
$1.82M -$20K -188 -1%

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.