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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
BMC
576
Beaton Management Company
Massachusetts
$790K
AA
577
ALPS Advisors
Colorado
$790K +$449K +4,221 +126%
CSIC
578
Clifford Swan Investment Counsel
California
$787K +$106 +1 +0%
Kovitz Investment Group Partners
579
Kovitz Investment Group Partners
Illinois
$782K +$26.6K +250 +3%
QI
580
Qtron Investments
Massachusetts
$777K -$543K -5,099 -41%
VWM
581
Venturi Wealth Management
Texas
$772K -$30.2K -284 -4%
WCA
582
Waratah Capital Advisors
Ontario, Canada
$767K -$11.1M -104,647 -93%
IHL
583
Investment House LLC
California
$761K
VAS
584
Vestmark Advisory Solutions
Massachusetts
$757K -$679K -6,383 -47%
NSIM
585
North Star Investment Management
Illinois
$756K -$63.8K -600 -8%
SFI
586
SPC Financial Inc
Maryland
$755K
SFA
587
Sequoia Financial Advisors
Ohio
$753K +$85K +799 +12%
CFO
588
Callan Family Office
Pennsylvania
$751K +$403K +3,792 +111%
ECA
589
Elevated Capital Advisors
Utah
$741K
IAN
590
Integrated Advisors Network
Texas
$740K -$3.51K -33 -0.5%
MSA
591
MUFG Securities Americas
New York
$737K +$154K +1,450 +26%
V
592
VeraBank
Texas
$735K +$750K +7,051 New
SCA
593
Snowden Capital Advisors
New York
$734K -$291K -2,739 -28%
SC
594
Steph & Co
Wisconsin
$732K
TCOT
595
Trust Company of Toledo
Ohio
$731K
MWM
596
Modern Wealth Management
Kansas
$730K +$24.7K +232 +3%
EB
597
Eastern Bank
Massachusetts
$726K -$16.9K -159 -2%
EH
598
Equitable Holdings
New York
$717K +$52.6K +494 +8%
FFA
599
Farther Finance Advisors
California
$715K -$113K -1,064 -13%
BWM
600
Buckley Wealth Management
Nevada
$711K -$5.32K -50 -0.7%

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.