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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
LS
901
Livforsakringsbolaget Skandia
Sweden
$257K
IC
902
IEQ Capital
California
$256K +$23.1K +217 +10%
VCM
903
Voleon Capital Management
California
$256K +$262K +2,461 New
MPPLM
904
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$256K
GT
905
Glenview Trust
Kentucky
$256K
TIA
906
Tandem Investment Advisors
South Carolina
$255K +$10.2K +96 +4%
CW
907
Code Waechter
Florida
$255K +$260K +2,446 New
O
908
Ossiam
France
$254K +$47.5K +446 +22%
MPM
909
MBB Public Markets
Illinois
$253K -$57.8K -543 -18%
RBFC
910
Roman Butler Fullerton & Co
Missouri
$253K
BB
911
Busey Bank
Illinois
$252K -$532 -5 -0.2%
CIAS
912
CFS Investment Advisory Services
New Jersey
$251K +$15.7K +148 +7%
ASG
913
Ariston Services Group
California
$250K +$18.9K +178 +8%
IC
914
Iconiq Capital
California
$249K +$5.32K +50 +2%
MT
915
Midwest Trust
Kansas
$249K +$254K +2,387 New
KFGG
916
Keystone Financial Group (Georgia)
Georgia
$249K +$745 +7 +0.3%
PCI
917
Planning Center Inc
Illinois
$248K +$106 +1 +0%
MIM
918
Meridiem Investment Management
United Kingdom
$248K
PGFC
919
Peapack-Gladstone Financial Corp
New Jersey
$247K -$441K -4,147 -64%
OFS
920
OneAscent Financial Services
Alabama
$247K -$2.23K -21 -0.9%
EFS
921
Essex Financial Services
Connecticut
$246K +$31.5K +296 +14%
LWM
922
Liberty Wealth Management
California
$244K +$2.77K +26 +1%
BJL
923
Brighton Jones LLC
Washington
$244K +$15.9K +149 +7%
FFG
924
Fiduciary Financial Group
California
$242K +$8.62K +81 +4%
LC
925
LCNB Corp
Ohio
$242K

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.