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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
AWMM
751
Aegis Wealth Management (Maryland)
Maryland
$396K
HIS
752
Horizon Investment Services
Indiana
$395K +$33.8K +318 +9%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$395K +$1.6K +15 +0.4%
CFG
754
Certior Financial Group
Pennsylvania
$390K +$958 +9 +0.2%
AF
755
Advisornet Financial
Minnesota
$389K -$21.8K -205 -5%
ALAM
756
Asahi Life Asset Management
Japan
$389K +$397K +3,730 New
CPCPP
757
Canada Post Corporation Pension Plan
Canada
$388K +$396K +3,722 New
LI
758
LifeWealth Investments
Florida
$385K +$11.6K +109 +3%
IWS
759
Insight Wealth Strategies
California
$384K -$6.17K -58 -2%
ZIC
760
ZWJ Investment Counsel
Georgia
$384K -$18.5K -174 -5%
GSEP
761
Golden State Equity Partners
California
$383K +$23.8K +224 +6%
BIG
762
Brooklyn Investment Group
New York
$382K +$106K +997 +37%
WA
763
WealthTrust Axiom
Pennsylvania
$382K
UB
764
UMB Bank
Missouri
$381K -$6.49K -61 -2%
HDIM
765
Hanson & Doremus Investment Management
Vermont
$381K
CAI
766
Capital Advisors Inc
Oklahoma
$378K -$5K -47 -1%
CE
767
Cornerstone Enterprises
Wisconsin
$377K
AIM
768
Alhambra Investment Management
Florida
$377K
A
769
AlphaQuest
New York
$377K -$285K -2,677 -43%
BBA
770
Baader Bank Aktiengesellschaft
Germany
$374K +$115K +1,084 +43%
RIA
771
Regal Investment Advisors
Michigan
$367K +$374K +3,518 New
GS
772
GTS Securities
New York
$366K -$1.49M -14,049 -80%
PWM
773
Perigon Wealth Management
California
$366K +$39.3K +369 +12%
SWTS
774
Stonehaven Wealth & Tax Solutions
Wisconsin
$364K +$5.85K +55 +2%
PPWP
775
Premier Path Wealth Partners
New Jersey
$361K +$14.3K +134 +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.