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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
MCM
1051
Manchester Capital Management
Vermont
$77.3K -$213 -2 -0.3%
AUB
1052
Atlantic Union Bankshares
Virginia
$77.1K +$78.7K +740 New
GKIM
1053
GW&K Investment Management
Massachusetts
$77K +$12.1K +114 +18%
NS
1054
NBC Securities
Alabama
$76K -$1.92K -18 -2%
SFCL
1055
Strengthening Families & Communities LLC
Massachusetts
$72.3K +$958 +9 +1%
TCM
1056
TruNorth Capital Management
Michigan
$71.9K -$25.7K -242 -26%
RF
1057
Robbins Farley
New Hampshire
$71.3K
OAM
1058
Ostrum Asset Management
France
$71.1K -$989K -9,295 -93%
AT
1059
Avalon Trust
New Mexico
$69.4K
AGWCA
1060
Annis Gardner Whiting Capital Advisors
Florida
$66.6K +$16.6K +156 +32%
BOJHT
1061
Bank of Jackson Hole Trust
Wyoming
$65.9K
HCM
1062
Hollencrest Capital Management
California
$63.8K
OLVIG
1063
Oliver Lagore Vanvalin Investment Group
Michigan
$63K +$61.5K +578 New
BCMLT
1064
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.8K -$56.7K -533 -47%
FWA
1065
Flagship Wealth Advisors
Massachusetts
$62.5K
TLA
1066
Tanglewood Legacy Advisors
Texas
$62.5K
SIC
1067
Salem Investment Counselors
North Carolina
$61.6K +$7.77K +73 +14%
NAAA
1068
New Age Alpha Advisors
New York
$61.5K -$638 -6 -1%
AIM
1069
Anchor Investment Management
South Carolina
$61.2K
SJIM
1070
St. Johns Investment Management
Florida
$60.4K
GIA
1071
GHP Investment Advisors
Colorado
$58.8K +$54.2K +509 +925%
CB
1072
CNB Bank
Pennsylvania
$58.8K -$213 -2 -0.4%
API
1073
Asset Planning Inc
California
$58.1K
AA
1074
Ancora Advisors
Ohio
$57.7K +$21.3K +200 +56%
SC
1075
Stephens Consulting
Michigan
$57.6K +$958 +9 +2%

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.