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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
MP
776
Moment Partners
California
$361K +$14.3K +134 +4%
FMI
777
F/M Investments
District of Columbia
$361K -$1.74M -16,329 -83%
LP
778
LMR Partners
United Kingdom
$360K +$368K +3,455 New
RMCM
779
Reynders McVeigh Capital Management
Massachusetts
$360K -$30.9K -290 -8%
CFA
780
CWS Financial Advisors
Michigan
$360K +$15.7K +148 +4%
FUBT
781
First United Bank & Trust
Maryland
$359K +$367K +3,450 New
Wolverine Trading
782
Wolverine Trading
Illinois
$358K +$370K +3,475 New
NP
783
Nilsine Partners
Colorado
$357K +$2.87K +27 +0.8%
W
784
Wealthquest
Ohio
$356K -$319 -3 -0.1%
ONSWM
785
Old North State Wealth Management
North Carolina
$352K +$14.2K +133 +4%
SAM
786
Strategy Asset Managers
California
$349K -$7.87K -74 -2%
SAM
787
Summit Asset Management
Tennessee
$348K
BNP Paribas Asset Management
788
BNP Paribas Asset Management
France
$345K -$199K -1,868 -36%
PA
789
Prossimo Advisors
California
$343K -$183K -1,720 -34%
CIA
790
Choate Investment Advisors
Massachusetts
$342K +$35.6K +335 +11%
SW
791
SkyOak Wealth
Michigan
$338K
BRWA
792
B. Riley Wealth Advisors
Florida
$334K +$342K +3,210 New
WPC
793
Wedmont Private Capital
Pennsylvania
$334K +$80.5K +757 +31%
IFG
794
Independent Financial Group
California
$334K -$55.3K -520 -14%
AO
795
Advisor OS
Illinois
$332K -$6.17K -58 -2%
GFP
796
Gryphon Financial Partners
Ohio
$331K -$1.06K -10 -0.3%
WWM
797
Western Wealth Management
Colorado
$329K -$1.81K -17 -0.5%
CAMG
798
CWA Asset Management Group
Florida
$329K +$22.2K +209 +7%
MA
799
MJP Associates
Connecticut
$328K +$1.92K +18 +0.6%
ZIM
800
Zacks Investment Management
Illinois
$327K +$1.38K +13 +0.4%

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.