We are live on ! Find out more
WEC icon

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
FMTCOCP
926
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K
DWM
927
Drive Wealth Management
Utah
$240K +$245K +2,303 New
MAM
928
Martingale Asset Management
Massachusetts
$240K +$245K +2,303 New
TWP
929
Tower Wealth Partners
Pennsylvania
$240K +$4.68K +44 +2%
MSFS
930
Main Street Financial Solutions
Pennsylvania
$240K +$1.17K +11 +0.5%
MMG
931
Monetary Management Group
Missouri
$240K
EWA
932
EverSource Wealth Advisors
Alabama
$240K +$59.8K +562 +32%
RFN
933
RDA Financial Network
Iowa
$238K -$7.55K -71 -3%
IA
934
Integrity Alliance
Iowa
$235K -$432K -4,060 -64%
ESB
935
Essex Savings Bank
Connecticut
$234K
VAG
936
VisionPoint Advisory Group
Texas
$234K +$239K +2,245 New
HR
937
Howe & Rusling
New York
$233K +$12.2K +115 +5%
SMF
938
Scott Marsh Financial
Utah
$233K +$237K +2,232 New
LFG
939
Lockerman Financial Group
California
$232K -$319 -3 -0.1%
MG
940
Mather Group
Illinois
$230K +$57.5K +540 +32%
WI
941
WrapManager Inc
California
$229K -$8.72K -82 -4%
PCTC
942
Perkins Coie Trust Company
Washington
$229K -$319 -3 -0.1%
CM
943
Capital Management
Virginia
$229K
CWP
944
CFM Wealth Partners
Texas
$229K -$5.11K -48 -2%
CAM
945
Cozad Asset Management
Illinois
$229K
SLC
946
Second Line Capital
Louisiana
$229K
TPI
947
Trust Point Inc
Wisconsin
$228K +$24.3K +228 +12%
ADL
948
Asset Dedication LLC
California
$228K +$196K +1,845 +541%
WP
949
WealthShield Partners
North Carolina
$227K +$232K +2,179 New
LAM
950
Longboard Asset Management
Arizona
$227K

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.