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WEC Energy

1,260 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, 533 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: 533 | 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: 1,2711,260 (-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
1,260
Holders Change
-11
Holders Change %
-0.87%
% of All Funds
16.59%
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
533
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
HCM
501
Highview Capital Management
Illinois
$1.11M +$1.13M +10,635 New
CFG
502
Citizens Financial Group
Rhode Island
$1.11M +$68.6K +645 +6%
RP
503
Rowlandmiller & Partners
Georgia
$1.1M
SF
504
Summit Financial
New Jersey
$1.09M +$58K +545 +5%
HFM
505
Harvest Fund Management
China
$1.09M +$437K +4,103 +67%
AC
506
AlphaCore Capital
California
$1.08M +$269K +2,525 +32%
FT
507
Fiduciary Trust
Massachusetts
$1.08M -$84.2K -791 -7%
PCM
508
Parsons Capital Management
Rhode Island
$1.07M -$7.48M -70,297 -87%
TI
509
Tidal Investments
Wisconsin
$1.06M -$23.8K -224 -2%
AIM
510
Aigen Investment Management
New York
$1.06M -$109K -1,022 -9%
CBA
511
Coastal Bridge Advisors
Connecticut
$1.06M +$32.2K +303 +3%
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$1.06M +$8.19K +77 +0.8%
AWM
513
Apollon Wealth Management
South Carolina
$1.05M +$46.2K +434 +5%
JIC
514
Johnson Investment Counsel
Ohio
$1.04M -$15.2K -143 -1%
WANY
515
Wealthspire Advisors (New York)
New York
$1.03M -$36.2K -340 -3%
CL
516
Choreo LLC
Illinois
$1.03M +$166K +1,561 +19%
SNB
517
Security National Bank
Nebraska
$1.03M -$2.02K -19 -0.2%
TMAM
518
Tokio Marine Asset Management
Japan
$1.02M
PIA
519
Pollock Investment Advisors
Michigan
$1.02M -$128K -1,200 -11%
STA
520
Summit Trail Advisors
New York
$1.02M +$440K +4,137 +73%
NG
521
Norden Group
Utah
$1.02M -$12.1K -114 -1%
WBC
522
Westpac Banking Corp
Australia
$1.01M -$65.7K -617 -6%
EWA
523
EP Wealth Advisors
California
$1.01M +$320K +3,005 +45%
OM
524
OV Management
Minnesota
$1.01M -$1.57M -14,749 -60%
WA
525
Wealth Architects
California
$1.01M -$4.68K -44 -0.5%

WEC Hedge Fund Activity: Q2 2025 in Review

1,260 of the 7,596 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 533 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.

  • 1,260 institutional investors held WEC Energy (WEC) as of Q2 2025, down from 1,271 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.