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
PWMG
1026
Prestige Wealth Management Group
New Jersey
$102K +$213 +2 +0.2%
MSE
1027
MUFG Securities EMEA
United Kingdom
$97.5K +$99.6K +936 New
AG
1028
AmeriFlex Group
Nevada
$97.3K +$4.04K +38 +4%
CH
1029
Cromwell Holdings
Wyoming
$96.9K +$2.45K +23 +3%
CAL
1030
Capital Advisors Ltd
Ohio
$95K
CCA
1031
Catalyst Capital Advisors
New York
$94.5K +$40.4K +380 +72%
SIM
1032
Sentry Investment Management
Wisconsin
$94K
FPF
1033
First Pacific Financial
Washington
$94K -$4.36K -41 -4%
FWM
1034
FSA Wealth Management
Massachusetts
$93.8K
RF
1035
Rossby Financial
Florida
$91.4K -$33.7K -317 -27%
Walleye Trading
1036
Walleye Trading
New York
$91.4K +$37.2K +350 +66%
VEA
1037
Virtus ETF Advisers
New York
$90.7K +$92.6K +870 New
BCFD
1038
Boit C.F. David
$90.3K
CYG
1039
Clean Yield Group
Vermont
$90.3K
SIS
1040
Strategic Investment Solutions
Illinois
$89.2K +$745 +7 +0.8%
MSFP
1041
Mark Sheptoff Financial Planning
Connecticut
$87.5K +$10.6K +100 +14%
BC
1042
Barrett & Company
Rhode Island
$86.1K +$30.4K +286 +53%
Loomis, Sayles & Company
1043
Loomis, Sayles & Company
Massachusetts
$86.1K +$87.9K +826 New
OL
1044
OneFund LLC
Florida
$86K +$88.3K +830 New
OC
1045
Oakworth Capital
Alabama
$84.3K
AIM
1046
Arcadia Investment Management
Michigan
$83.4K
CWP
1047
Concord Wealth Partners
Virginia
$81.4K +$426 +4 +0.5%
OAM
1048
OP Asset Management
$79.2K
VCM
1049
Versant Capital Management
Arizona
$78.9K +$319 +3 +0.4%
IBOK
1050
Independence Bank of Kentucky
Kentucky
$78.8K -$10.6K -100 -12%

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.