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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
BP
626
Ballentine Partners
Massachusetts
$615K +$21.2K +199 +3%
DWM
627
Dakota Wealth Management
Florida
$610K -$81.4K -765 -12%
PTC
628
Private Trust Company
Ohio
$606K -$2.98K -28 -0.5%
MLFP
629
MPS Loria Financial Planners
Illinois
$605K -$62K -583 -9%
FMTC
630
Farmers & Merchants Trust Company
California
$603K +$388K +3,642 +170%
FFM
631
Forum Financial Management
Illinois
$603K +$426 +4 +0.1%
SCA
632
Stonebridge Capital Advisors
Minnesota
$602K +$178K +1,672 +41%
KNW
633
Kesler Norman & Wride
Utah
$602K +$638 +6 +0.1%
AFG
634
Atomi Financial Group
New York
$601K +$52.1K +490 +9%
TPA
635
Trivium Point Advisory
Connecticut
$599K -$57.9K -544 -9%
N
636
Natixis
France
$596K +$608K +5,718 New
VCA
637
Verdence Capital Advisors
Maryland
$595K +$9.79K +92 +2%
CSB
638
City State Bank
Iowa
$591K -$24.3K -228 -4%
S
639
SignatureFD
Georgia
$590K +$24.8K +233 +4%
CTC
640
Central Trust Company
Missouri
$590K -$12.2K -115 -2%
PCIA
641
Prime Capital Investment Advisors
Kansas
$588K -$136K -1,277 -18%
CC
642
Chicago Capital
Illinois
$587K
DT
643
Diversified Trust
Tennessee
$583K +$2.55K +24 +0.4%
PMAM
644
Picton Mahoney Asset Management
Ontario, Canada
$582K +$594K +5,583 New
Aviva
645
Aviva
United Kingdom
$577K +$34.6K +325 +6%
HSA
646
HBK Sorce Advisory
Pennsylvania
$573K +$2.02K +19 +0.3%
SAM
647
Shell Asset Management
Netherlands
$569K -$396K -3,719 -41%
MWM
648
MGB Wealth Management
Texas
$566K -$29.8K -280 -5%
HCM
649
Hutner Capital Management
Vermont
$565K
MC
650
Moors & Cabot
Massachusetts
$565K -$21.3K -200 -4%

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.