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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
MLA
601
My Legacy Advisors
Oregon
$710K +$5.85K +55 +0.8%
RCM
602
Raleigh Capital Management
North Carolina
$709K +$8.94K +84 +1%
ACM
603
Aquatic Capital Management
Illinois
$696K -$5.07M -47,664 -88%
CPWA
604
Cerro Pacific Wealth Advisors
California
$686K +$213K +2,002 +44%
FAM
605
Fulcrum Asset Management
United Kingdom
$684K +$699K +6,567 New
ACA
606
Aptus Capital Advisors
Alabama
$683K -$21.9K -206 -3%
CA
607
Clearstead Advisors
Ohio
$674K +$73.3K +689 +12%
TT
608
TI-Trust
Illinois
$670K
BIM
609
Bridges Investment Management
Nebraska
$668K +$4.36K +41 +0.6%
APP
610
Avantax Planning Partners
Iowa
$667K -$2.23K -21 -0.3%
CAG
611
Csenge Advisory Group
Florida
$666K +$7.77K +73 +1%
BWM
612
Blossom Wealth Management
California
$662K -$21.3K -200 -3%
BFS
613
Bradley Foster & Sargent
Connecticut
$657K +$27.8K +261 +4%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$656K +$69.6K +654 +12%
PFS
615
Prospera Financial Services
Texas
$654K +$156K +1,463 +30%
NSAM
616
North Star Asset Management
Wisconsin
$642K +$24K +226 +4%
GI
617
Gradient Investments
Minnesota
$640K -$106 -1 -0%
IWP
618
IAG Wealth Partners
Wisconsin
$633K +$213 +2 +0%
TPBG
619
Turning Point Benefit Group
Maryland
$632K +$47.7K +448 +8%
PFG
620
PAX Financial Group
Texas
$632K -$70.4K -662 -10%
GCM
621
Graham Capital Management
Connecticut
$623K +$636K +5,981 New
BBVA
622
Banco Bilbao Vizcaya Argentaria
Spain
$622K -$91.1K -856 -13%
MCM
623
MAI Capital Management
Ohio
$622K +$29.7K +279 +5%
FFN
624
Focus Financial Network
Minnesota
$618K +$72K +677 +13%
TGAM
625
TBH Global Asset Management
Tennessee
$616K -$4.15K -39 -0.7%

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.