We are live on ! Find out more
WEC icon

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
AWA
526
Arkadios Wealth Advisors
Georgia
$1M +$80.1K +753 +8%
IMRF
527
Illinois Municipal Retirement Fund
Illinois
$1M -$905K -8,502 -47%
ASBI
528
American State Bank (Iowa)
Iowa
$999K
DAS
529
Diversify Advisory Services
Utah
$986K +$543K +5,107 +131%
FW
530
FullCircle Wealth
Texas
$980K +$5.64K +53 +0.6%
IIM
531
Intact Investment Management
Quebec, Canada
$979K
BFG
532
Birch Financial Group
New Hampshire
$978K +$7.24K +68 +0.7%
VA
533
Valmark Advisers
Ohio
$970K -$12.6K -118 -1%
FF
534
Friedenthal Financial
New Jersey
$965K +$906K +8,518 +1,151%
BTC
535
Bank & Trust Company
Illinois
$962K -$4.47K -42 -0.5%
HI
536
Hendershot Investments
Virginia
$961K -$16.1K -151 -2%
NW
537
NewEdge Wealth
Pennsylvania
$947K +$101K +953 +13%
CCM
538
Charter Capital Management
Wisconsin
$942K +$962K +9,043 New
DA
539
Drake & Associates
Wisconsin
$939K +$206K +1,940 +27%
PWP
540
Precedent Wealth Partners
Texas
$933K +$227K +2,132 +31%
WB
541
WesBanco Bank
West Virginia
$932K +$40.8K +383 +4%
HWM
542
HB Wealth Management
Georgia
$922K -$12.8K -120 -1%
PHIMC
543
Private Harbour Investment Management & Counsel
Ohio
$919K -$9.68K -91 -1%
CCC
544
Chelsea Counsel Company
California
$904K
WAM
545
WNY Asset Management
New York
$900K +$532 +5 +0.1%
MP
546
McDonald Partners
Ohio
$898K -$23.8K -224 -3%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$896K -$63.4K -596 -6%
TC
548
TownSquare Capital
Utah
$888K -$13.3M -124,985 -94%
VFPW
549
Vantage Financial Partners (Wisconsin)
Wisconsin
$880K +$5K +47 +0.6%
MA
550
Montag & Associates
Georgia
$877K

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.