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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
CWA
676
Centennial Wealth Advisory
Michigan
$510K -$12.1K -114 -2%
PMG
677
ProVise Management Group
Florida
$509K +$37.3K +351 +8%
ACI
678
Alpha Cubed Investments
California
$509K +$6.07K +57 +1%
FA
679
Faithward Advisors
Pennsylvania
$508K +$8.62K +81 +2%
MCM
680
Mill Capital Management
North Carolina
$503K
SI
681
Stephens Inc
Arkansas
$502K -$6.81K -64 -1%
OC
682
Oarsman Capital
Wisconsin
$501K
HFM
683
Hartford Funds Management
Pennsylvania
$500K +$43.2K +406 +9%
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$500K +$510K +4,797 New
DZ Bank
685
DZ Bank
Germany
$498K -$426K -4,005 -46%
FAP
686
Financial Advisory Partners
Florida
$497K -$21K -197 -4%
DWP
687
Daymark Wealth Partners
Ohio
$494K +$148K +1,390 +42%
MSAM
688
Moloney Securities Asset Management
Missouri
$493K +$503K +4,730 New
AS
689
Altshuler Shaham
Israel
$492K +$136K +1,279 +37%
SIAM
690
Sterling Investment Advisors (Missouri)
Missouri
$491K -$16.2K -152 -5%
DAS
691
Dynamic Advisor Solutions
Arizona
$489K -$10.1K -95 -2%
FAN
692
Financial Advisors Network
California
$488K +$14.5K +136 +3%
AWS
693
Atria Wealth Solutions
New York
$488K -$503K -4,728 -50%
SWM
694
Segment Wealth Management
Texas
$485K +$84.5K +794 +21%
HTC
695
Haverford Trust Company
Pennsylvania
$483K -$15.7K -148 -3%
RAM
696
Redmond Asset Management
Virginia
$479K -$10.6K -100 -2%
SMC
697
Smith, Moore & Co
Missouri
$478K -$15.7K -148 -3%
CTA
698
Chesley Taft & Associates
Illinois
$475K -$5.53K -52 -1%
SAG
699
SageView Advisory Group
California
$475K -$88.2K -829 -16%
MCM
700
Monument Capital Management
Virginia
$472K +$126K +1,188 +36%

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.