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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
BFS
726
Bard Financial Services
Connecticut
$423K
ECM
727
Everence Capital Management
Indiana
$422K
TRCT
728
Tower Research Capital (TRC)
New York
$420K -$2.26M -21,246 -84%
CAM
729
Carret Asset Management
New York
$417K
SC
730
Syon Capital
California
$416K +$193K +1,816 +83%
MHIC
731
Marble Harbor Investment Counsel
Massachusetts
$415K
SBWIC
732
Schaper Benz & Wise Investment Counsel
Wisconsin
$415K +$5.21K +49 +1%
GWM
733
Gibbs Wealth Management
Georgia
$414K +$73.7K +693 +21%
BC
734
Bruce & Co
Illinois
$411K
CGL
735
Clarius Group LLC
Washington
$410K -$13.5K -127 -3%
PNC
736
Park National Corp
Ohio
$409K -$2.34K -22 -0.6%
PWP
737
Phillips Wealth Planners
Mississippi
$406K -$11.5K -108 -3%
TSWM
738
Tyler-Stone Wealth Management
Ohio
$405K -$10.6K -100 -3%
RWM
739
Revisor Wealth Management
Ohio
$404K +$407K +3,823 New
AWA
740
Arete Wealth Advisors
Illinois
$404K -$34K -320 -8%
ST
741
Smithfield Trust
Pennsylvania
$401K
LI
742
LVZ Inc
Michigan
$401K
CIS
743
Custom Index Systems
New York
$401K -$10.2K -96 -2%
GSB
744
Greenfield Savings Bank
Massachusetts
$400K +$2.98K +28 +0.7%
BOPW
745
Brandywine Oak Private Wealth
Pennsylvania
$399K
UCFA
746
United Capital Financial Advisors
Texas
$398K -$32.2K -303 -7%
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$398K +$1.49K +14 +0.4%
KWM
748
Kiker Wealth Management
Georgia
$397K -$11.5K -108 -3%
AP
749
Appleton Partners
Massachusetts
$397K -$21.3K -200 -5%
FGA
750
Fortis Group Advisors
New Jersey
$396K

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.