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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
CIC
551
Carnegie Investment Counsel
Ohio
$876K
VFA
552
Voya Financial Advisors
Connecticut
$875K +$62.2K +585 +7%
IF
553
Intrua Financial
Texas
$864K -$13.4K -126 -1%
SVWAG
554
Sound View Wealth Advisors Group
Georgia
$863K +$10.3K +97 +1%
FMWA
555
Forvis Mazars Wealth Advisors
Missouri
$856K +$6.49K +61 +0.7%
RBC
556
Romano Brothers & Co
Illinois
$855K -$113K -1,060 -11%
SC
557
Searle & Co
Connecticut
$854K
PI
558
PFG Investments
New York
$849K +$9.04K +85 +1%
ACM
559
Aster Capital Management
United Arab Emirates
$848K +$426K +4,007 +97%
OWP
560
Obermeyer Wealth Partners
Colorado
$844K -$8.83K -83 -1%
FNBT
561
FineMark National Bank & Trust
Florida
$843K -$2.98K -28 -0.3%
Group One Trading
562
Group One Trading
Illinois
$840K +$679K +6,381 +379%
MAS
563
Meeder Advisory Services
Ohio
$837K +$26.4K +248 +3%
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$829K +$45.3K +426 +6%
AAP
565
Aristotle Atlantic Partners
Florida
$827K
CWM
566
Congress Wealth Management
Massachusetts
$819K +$164K +1,539 +24%
OIA
567
OneDigital Investment Advisors
Kansas
$817K -$93.8K -882 -10%
MCA
568
MSH Capital Advisors
Arizona
$811K
TSWM
569
Triangle Securities Wealth Management
North Carolina
$810K -$4.79K -45 -0.6%
LIM
570
Loudon Investment Management
New Hampshire
$803K +$54.8K +515 +7%
SSA
571
Sierra Summit Advisors
Nevada
$798K -$1.06K -10 -0.1%
GT
572
Greenleaf Trust
Michigan
$798K -$59.1K -555 -7%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K +$31.5K +296 +4%
WAS
574
Winch Advisory Services
Wisconsin
$794K +$6.7K +63 +0.8%
CT
575
Chicago Trust
Illinois
$793K +$209K +1,965 +35%

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.