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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
SWA
976
ShankerValleau Wealth Advisors
Illinois
$208K
HCM
977
Howard Capital Management
Georgia
$208K +$212K +1,992 New
AA
978
Addison Advisors
Vermont
$207K +$4.26K +40 +2%
SPC
979
Spirepoint Private Client
Florida
$207K
KCP
980
Kera Capital Partners
California
$206K +$7.13K +67 +4%
AWE
981
Avidian Wealth Enterprises
Texas
$205K -$1.28K -12 -0.6%
DAC
982
Dividend Assets Capital
South Carolina
$204K -$4.58K -43 -2%
PA
983
PFG Advisors
Arizona
$203K +$208K +1,952 New
EIA
984
Edgemoor Investment Advisors
Maryland
$203K
PL
985
Perpetual Ltd
Australia
$202K
PFA
986
Pure Financial Advisors
California
$202K +$207K +1,941 New
GL
987
Graypoint LLC
New York
$200K +$204K +1,919 New
RFS
988
Richardson Financial Services
Massachusetts
$189K -$1.81K -17 -0.9%
FCAS
989
First Command Advisory Services
Texas
$187K
SAM
990
Smartleaf Asset Management
Massachusetts
$185K -$13.6K -128 -7%
CI
991
CX Institutional
Indiana
$184K -$532 -5 -0.3%
SOW
992
State of Wyoming
Wyoming
$184K +$10.1K +95 +6%
CWM
993
CarsonAllaria Wealth Management
Illinois
$180K +$638 +6 +0.3%
GFA
994
Gladwyn Financial Advisors
Virginia
$174K +$177K +1,666 New
SIS
995
Sound Income Strategies
Florida
$172K +$140K +1,312 +385%
VIA
996
Virtus Investment Advisers
Connecticut
$172K +$6.49K +61 +4%
CIA
997
Cape Investment Advisory
Georgia
$169K +$106 +1 +0.1%
DJSG
998
D.J. St. Germain
Massachusetts
$167K +$57.5K +540 +51%
GWSG
999
GPS Wealth Strategies Group
Colorado
$160K +$22.7K +213 +16%
CF
1000
Centaurus Financial
California
$149K -$426 -4 -0.3%

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.