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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
RC
826
Rexford Capital
Texas
$306K +$312K +2,936 New
IP
827
Isthmus Partners
Wisconsin
$305K
FRA
828
Frank Rimerman Advisors
California
$305K -$94.7K -890 -23%
WCFA
829
Walkner Condon Financial Advisors
Wisconsin
$304K +$2.55K +24 +0.8%
CCA
830
Checchi Capital Advisers
California
$303K -$7.24K -68 -2%
DLCIG
831
D.L. Carlson Investment Group
New Hampshire
$302K -$11.7K -110 -4%
FCP
832
Fidelis Capital Partners
Florida
$302K +$28.9K +272 +11%
FIM
833
Freedom Investment Management
Connecticut
$302K -$68.9K -648 -18%
PWP
834
Principle Wealth Partners
Connecticut
$302K +$13.3K +125 +5%
BCP
835
Blue Chip Partners
Michigan
$301K -$59.2K -556 -16%
CA
836
Continuum Advisory
Idaho
$300K -$153K -1,437 -33%
SIA
837
Strategic Investment Advisors
Michigan
$299K +$71.5K +672 +31%
BWM
838
Buska Wealth Management
Wisconsin
$299K
BIA
839
Beacon Investment Advisors
Maryland
$297K +$16K +150 +5%
BFW
840
Brady Family Wealth
Missouri
$297K +$426 +4 +0.1%
DCA
841
DSG Capital Advisors
Minnesota
$295K
CSP
842
Cary Street Partners
Virginia
$294K +$123K +1,152 +69%
SFS
843
Sowell Financial Services
Arkansas
$292K -$18.5K -174 -6%
HWMG
844
Hurlow Wealth Management Group
Indiana
$291K
KA
845
Kovack Advisors
Florida
$291K +$3.51K +33 +1%
AWA
846
Aaron Wealth Advisors
Illinois
$290K +$48.7K +458 +20%
CAAS
847
Capital Asset Advisory Services
Michigan
$290K +$3.94K +37 +1%
AWM
848
Axxcess Wealth Management
California
$288K -$595K -5,590 -67%
LWM
849
Lodestone Wealth Management
Washington
$288K -$13.6K -128 -4%
MPWS
850
McCarter Private Wealth Services
Massachusetts
$287K

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.