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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
WCM
851
Weaver Capital Management
Georgia
$287K -$3.09K -29 -1%
QCG
852
Quadrant Capital Group
Ohio
$286K -$26.1K -245 -8%
KOMWMG
853
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$286K +$638 +6 +0.2%
KBFS
854
Kohmann Bosshard Financial Services
Ohio
$286K
CA
855
Commerzbank Aktiengesellschaft
Germany
$285K
SLG
856
Stanley-Laman Group
Pennsylvania
$285K +$39.7K +373 +16%
II
857
Inspire Investing
Idaho
$284K -$18.4K -173 -6%
MIM
858
MTM Investment Management
South Carolina
$283K +$10.1K +95 +4%
PMSA
859
Patrick M. Sweeney & Associates
Illinois
$282K +$7.02K +66 +3%
FFA
860
First Foundation Advisors
California
$282K -$63.5K -597 -18%
MWM
861
MBE Wealth Management
Wisconsin
$281K +$106 +1 +0%
LOPW
862
Live Oak Private Wealth
North Carolina
$281K -$1.7K -16 -0.6%
RWP
863
RWA Wealth Partners
Massachusetts
$279K +$28.3K +266 +11%
HWP
864
Hibernia Wealth Partners
Louisiana
$278K +$284K +2,672 New
JWM
865
JGP Wealth Management
Oregon
$278K
P
866
Pitcairn
Pennsylvania
$277K -$62.8K -590 -18%
IIC
867
Ironwood Investment Counsel
Arizona
$277K -$3.4K -32 -1%
LCM
868
Liberty Capital Management
Michigan
$276K +$10.3K +97 +4%
WAP
869
Wealthcare Advisory Partners
Pennsylvania
$276K -$13.4K -126 -5%
B
870
Bailard
California
$274K +$63.3K +595 +29%
SCM
871
SKBA Capital Management
California
$274K +$42.6K +400 +18%
BC
872
Bowman & Company
Wisconsin
$272K +$64.8K +609 +30%
PFBT
873
Parkside Financial Bank & Trust
Missouri
$272K +$215K +2,019 +342%
FWA
874
FSM Wealth Advisors
Ohio
$271K +$276K +2,596 New
LCWP
875
Legacy Capital Wealth Partners
Arkansas
$270K -$15.4K -145 -5%

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.