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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
CI
801
Cigna Investments
Connecticut
$327K -$4.79K -45 -1%
SIMG
802
Sonora Investment Management Group
Arizona
$322K +$13.3K +125 +4%
TVM
803
True Vision MN
Minnesota
$320K +$2.66K +25 +0.8%
CBT
804
Crews Bank & Trust
Florida
$320K
EWA
805
ERTS Wealth Advisors
Michigan
$319K +$325K +3,059 New
JCM
806
Jacobi Capital Management
Pennsylvania
$317K -$22.2K -209 -6%
KFGK
807
Keystone Financial Group (Kentucky)
Kentucky
$317K
1SB
808
1ST Source Bank
Indiana
$315K -$19.7K -185 -6%
GIA
809
Gladstone Institutional Advisory
Florida
$314K -$67.5K -634 -17%
CCA
810
Cobblestone Capital Advisors
New York
$312K +$16.6K +156 +5%
CWS
811
Cypress Wealth Services
California
$312K +$2.55K +24 +0.8%
SP
812
Successful Portfolios
Florida
$311K
IPWA
813
International Private Wealth Advisors
California
$311K -$31K -291 -9%
ONB
814
Old National Bancorp
Indiana
$311K +$317K +2,983 New
BOS
815
Bank of Stockton
California
$311K
GWM
816
Graybill Wealth Management
Illinois
$311K
BPW
817
Bingham Private Wealth
California
$309K -$5.64K -53 -2%
BFIM
818
Beese Fulmer Investment Management
Ohio
$309K -$2.77K -26 -0.9%
PWA
819
Providence Wealth Advisors
Illinois
$309K +$11.9K +112 +4%
DC
820
Dahring Cusmano
Michigan
$308K +$2.66K +25 +0.9%
FAIM
821
Financial Advocates Investment Management
Washington
$308K -$275K -2,584 -47%
FNFDCM
822
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$308K
AAP
823
Arax Advisory Partners
Colorado
$308K -$14.2K -133 -4%
FBT
824
First Bank & Trust
South Dakota
$307K +$106K +995 +51%
CFGSD
825
Compass Financial Group (South Dakota)
South Dakota
$306K

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.