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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
MLL
701
Moody Lynn & Lieberson
Massachusetts
$471K -$1.06K -10 -0.2%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$471K -$28.5K -268 -6%
AMG
703
Advisors Management Group
Wisconsin
$470K +$1.81K +17 +0.4%
LIA
704
LS Investment Advisors
Michigan
$467K
MCM
705
McDonough Capital Management
Florida
$466K
ACM
706
AlphaStar Capital Management
North Carolina
$465K -$191K -1,791 -29%
CTA
707
Colonial Trust Advisors
South Carolina
$458K
KFA
708
Krane Funds Advisors
New York
$457K +$21.1K +198 +5%
VSQM
709
V-Square Quantitative Management
Illinois
$457K +$49.6K +466 +12%
MIM
710
Marshall Investment Management
Colorado
$456K +$3.83K +36 +0.8%
FCM
711
Fourpath Capital Management
Oklahoma
$454K
DB
712
Danske Bank
Denmark
$454K +$87.8K +825 +23%
BBW
713
Blue Barn Wealth
Utah
$451K +$14.4K +135 +3%
CA
714
Crewe Advisors
Utah
$449K +$4.26K +40 +0.9%
CPSC
715
Carl P. Sherr & Co
Massachusetts
$447K
TFO
716
Tarbox Family Office
California
$445K +$213 +2 +0%
CCM
717
Coldstream Capital Management
Washington
$443K +$18.5K +174 +4%
EC
718
EntryPoint Capital
New York
$442K +$451K +4,239 New
WFI
719
West Family Investments
California
$439K -$106 -1 -0%
MWM
720
Mission Wealth Management
California
$438K -$16.3K -153 -4%
WPA
721
West Paces Advisors
Georgia
$437K -$10.7K -101 -2%
OSNBOA
722
Old Second National Bank of Aurora
Illinois
$435K
PL
723
Plancorp LLC
Missouri
$434K +$1.6K +15 +0.4%
SCTC
724
Sanibel Captiva Trust Company
Florida
$432K +$14K +132 +3%
CC
725
Courier Capital
New York
$426K -$10.1K -95 -2%

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.