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
Simplex Trading
1076
Simplex Trading
Illinois
$56K +$58.2K +547 New
BGAI
1077
Bruce G. Allen Investments
Colorado
$55.1K
PCM
1078
Perritt Capital Management
Illinois
$54.6K
CTWM
1079
Cherry Tree Wealth Management
Minnesota
$54.3K -$2.87K -27 -5%
DMBA
1080
Deseret Mutual Benefit Administrators
Utah
$50.9K
SWA
1081
SOA Wealth Advisors
New York
$50K
RBI
1082
Raiffeisen Bank International
Austria
$48.3K -$78.8K -741 -61%
BI
1083
Binnacle Investments
Iowa
$46.4K +$1.38K +13 +3%
TFIPS
1084
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.8K
EIM
1085
Essex Investment Management
Massachusetts
$44.8K
SWM
1086
Spire Wealth Management
Virginia
$44.3K -$5.32K -50 -11%
HI
1087
Hoey Investments
Pennsylvania
$44.1K +$45K +423 New
FFWM
1088
Future Financial Wealth Management
Ohio
$42K
LC
1089
Lavaca Capital
Texas
$41.7K
MCA
1090
Maryland Capital Advisors
Maryland
$41.5K -$2.13K -20 -5%
WBWA
1091
William B. Walkup & Associates
South Carolina
$41.5K
AIA
1092
Aventus Investment Advisors
Florida
$39.6K +$40.4K +380 New
CAM
1093
Creekmur Asset Management
Illinois
$39.4K
WA
1094
WPG Advisers
Maryland
$39.4K +$6.28K +59 +18%
PSB
1095
Piscataqua Savings Bank
New Hampshire
$39.4K -$8.62K -81 -18%
OW
1096
Olistico Wealth
Oklahoma
$38.8K
RA
1097
Rise Advisors
New York
$38.8K +$23.8K +224 +151%
WT
1098
Whittier Trust
California
$37.4K
CFO
1099
CVA Family Office
Colorado
$36.6K +$1.7K +16 +5%
Walleye Capital
1100
Walleye Capital
New York
$36.4K -$901K -8,471 -96%

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.