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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
Acadian Asset Management
1001
Acadian Asset Management
Massachusetts
$143K
FP
1002
Financial Perspectives
Minnesota
$139K
JFA
1003
JNBA Financial Advisors
Minnesota
$137K
CFB
1004
Cullen/Frost Bankers
Texas
$133K +$52.7K +495 +63%
OA
1005
Operose Advisors
Wisconsin
$133K +$3.51K +33 +3%
MYIA
1006
Mount Yale Investment Advisors
Colorado
$127K +$130K +1,222 New
FNWA
1007
Financial Network Wealth Advisors
Utah
$124K +$3.51K +33 +3%
TCOV
1008
Trust Company of Vermont
Vermont
$124K +$26.7K +251 +27%
VT
1009
Volterra Technologies
New York
$124K +$126K +1,188 New
CA
1010
CoreCap Advisors
Michigan
$122K -$2.23K -21 -2%
HBT
1011
Hills Bank & Trust
Iowa
$122K -$9.04K -85 -7%
LFG
1012
Larson Financial Group
Missouri
$120K +$28.9K +272 +31%
EWM
1013
Evermay Wealth Management
Virginia
$118K
GM
1014
GeoWealth Management
Illinois
$117K +$19.7K +185 +20%
TWC
1015
TD Waterhouse Canada
Ontario, Canada
$116K +$22.6K +212 +24%
RWM
1016
RMG Wealth Management
Wisconsin
$114K +$113K +1,059 New
CFD
1017
Creative Financial Designs
Indiana
$111K +$18.5K +174 +19%
FHA
1018
First Horizon Advisors
Tennessee
$111K -$20.3K -191 -15%
IFS
1019
Intelligent Financial Strategies
Minnesota
$110K
TFM
1020
TFC Financial Management
Massachusetts
$110K
TH
1021
TCTC Holdings
Texas
$106K
NB
1022
NBT Bank
New York
$104K
BBHC
1023
Brown Brothers Harriman & Co
New York
$103K +$29.4K +276 +39%
PB
1024
Pinnacle Bancorp
Nebraska
$102K
TFGT
1025
TS Financial Group (TSFG)
Illinois
$102K +$106 +1 +0.1%

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.