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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
RMC
651
Resources Management Corp
Connecticut
$564K
CW
652
CreativeOne Wealth
Kansas
$564K +$140K +1,319 +32%
NRD
653
Nebula Research & Development
New York
$564K -$499K -4,692 -46%
SW
654
Simplicity Wealth
New Jersey
$563K +$575K +5,402 New
RSWM
655
Robertson Stephens Wealth Management
California
$560K +$197K +1,856 +53%
SFC
656
SYM Financial Corp
Indiana
$555K +$15.2K +143 +3%
PA
657
Parallel Advisors
California
$554K +$33.2K +312 +6%
TWM
658
Thrive Wealth Management
Pennsylvania
$553K +$1.92K +18 +0.3%
WF
659
WoodTrust Financial
Wisconsin
$551K
PPWM
660
Paragon Private Wealth Management
Kentucky
$546K -$139K -1,308 -20%
JSW
661
Journey Strategic Wealth
New Jersey
$546K +$113K +1,062 +25%
WA
662
Waverly Advisors
Alabama
$543K +$6.17K +58 +1%
BFO
663
Boston Family Office
Massachusetts
$538K
BTWM
664
Brass Tax Wealth Management
Ohio
$537K +$4.26K +40 +0.8%
BPWM
665
Badgley Phelps Wealth Managers
Washington
$537K +$48.5K +456 +10%
MGIA
666
Moneta Group Investment Advisors
Missouri
$535K +$110K +1,038 +25%
ACM
667
Advisors Capital Management
New Jersey
$531K +$26.1K +245 +5%
RA
668
Ransom Advisory
Rhode Island
$526K -$128K -1,200 -19%
MFT
669
Moisand Fitzgerald Tamayo
Florida
$524K
SWP
670
Sagespring Wealth Partners
Tennessee
$523K +$109K +1,026 +26%
DFCM
671
Dark Forest Capital Management
Puerto Rico
$519K -$3.1M -29,138 -85%
BMWM
672
Brown Miller Wealth Management
Virginia
$515K
HI
673
Hudock Inc
Pennsylvania
$512K +$426 +4 +0.1%
PWM
674
Partnership Wealth Management
Maryland
$511K
HBT
675
Heartland Bank & Trust
Illinois
$510K -$13.8K -130 -3%

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.