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WEC Energy

1,259 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, 532 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: 532 | 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: 1,2701,259 (-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
1,259
Holders Change
-11
Holders Change %
-0.87%
% of All Funds
16.58%
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
532
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
CISOA
876
Capital Investment Services of America
Wisconsin
$269K -$10.6K -100 -4%
BCM
877
Brown Capital Management
Maryland
$269K -$617K -5,800 -69%
TAM
878
Titleist Asset Management
Texas
$268K +$274K +2,576 New
CAM
879
Chesapeake Asset Management
New York
$268K -$12K -113 -4%
SGK
880
Steigerwald Gordon & Koch
Virginia
$268K
UFF
881
USA Financial Formulas
Michigan
$268K +$273K +2,569 New
PWAM
882
Pinnacle West Asset Management
Wyoming
$267K
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$267K +$8.3K +78 +3%
MSWM
884
Master's Wealth Management
Pennsylvania
$267K +$272K +2,559 New
OA
885
Oxbow Advisors
Texas
$266K
FMLI
886
Fukoku Mutual Life Insurance
Japan
$266K -$33.5K -315 -11%
NPF
887
Norris Perne & French
Michigan
$265K
HP
888
Hilltop Partners
Indiana
$265K +$18K +169 +7%
PW
889
PUREfi Wealth
Massachusetts
$264K +$269K +2,531 New
GWP
890
Gateway Wealth Partners
Wisconsin
$262K +$21K +197 +8%
GLA
891
Great Lakes Advisors
Illinois
$262K -$98.7K -928 -27%
AWM
892
Atticus Wealth Management
Florida
$261K +$244K +2,293 +1,092%
CPIG
893
Chicago Partners Investment Group
Illinois
$260K +$42.3K +398 +20%
FWTB
894
First Western Trust Bank
Colorado
$259K +$265K +2,490 New
IWM
895
Integris Wealth Management
California
$258K
ATC
896
Argent Trust Co
Tennessee
$258K -$18.1K -170 -6%
TNBTD
897
Trustmark National Bank Trust Department
Mississippi
$257K +$263K +2,471 New
JGUA
898
John G. Ullman & Associates
New York
$257K -$1.49K -14 -0.6%
FBT
899
First Bankers Trust
Kentucky
$257K -$5.32K -50 -2%
IWN
900
Independent Wealth Network
Iowa
$257K +$20.6K +194 +9%

WEC Hedge Fund Activity: Q2 2025 in Review

1,259 of the 7,595 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 532 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.

  • 1,259 institutional investors held WEC Energy (WEC) as of Q2 2025, down from 1,270 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.