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
VWA
1101
Valued Wealth Advisors
Utah
$35.7K
VNA
1102
Valley National Advisers
Pennsylvania
$35K
MWA
1103
Medallion Wealth Advisors
Connecticut
$34.8K
CFFP
1104
Center for Financial Planning
Michigan
$34.7K
OP
1105
ORG Partners
Indiana
$34.4K +$13.8K +130 +66%
KIM
1106
Kestra Investment Management
Texas
$34.3K
PFPT
1107
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.2K
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$34K
NC
1109
NewSquare Capital
Pennsylvania
$31.8K +$12.2K +115 +61%
SCM
1110
Silvant Capital Management
Georgia
$30.2K
APW
1111
Atlantic Private Wealth
North Carolina
$29.9K +$319 +3 +1%
NECFA
1112
New England Capital Financial Advisors
Connecticut
$29K +$21.5K +202 +266%
WOC
1113
West Oak Capital
California
$28.7K +$338K +3,175 +13%
PMIM
1114
Prudent Man Investment Management
Colorado
$28.2K
LAM
1115
LOM Asset Management
$28K +$28.2K +265 New
OCM
1116
Osterweis Capital Management
California
$27.3K +$27.9K +262 New
PGAM
1117
Princeton Global Asset Management
New Jersey
$27.3K +$106 +1 +0.4%
CT
1118
Coastline Trust
Rhode Island
$27.2K -$4.68K -44 -14%
PMFA
1119
Plante Moran Financial Advisors
Michigan
$26.7K
HFS
1120
Hughes Financial Services
Virginia
$26.6K -$1.6K -15 -6%
CAWM
1121
Capital A Wealth Management
Pennsylvania
$26.3K +$32.7K +307 +5,117%
MHR
1122
Matthew Hamilton Rosenberg
$26.3K
GBT
1123
Grove Bank & Trust
Florida
$26.1K +$9.15K +86 +52%
BC
1124
Bayforest Capital
United Kingdom
$25.6K +$26.2K +246 New
CBT
1125
CoreFirst Bank & Trust
Kansas
$25.5K +$26.1K +245 New

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.