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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
OWA
1126
Opal Wealth Advisors
New York
$25K -$5.32K -50 -17%
C
1127
Covestor
United Kingdom
$25K +$426 +4 +2%
TC
1128
Truvestments Capital
Florida
$24.3K
SA
1129
Scarborough Advisors
Maryland
$24K +$24.5K +230 New
BWAM
1130
Boyd Watterson Asset Management
Ohio
$23.8K
GWP
1131
Gen-Wealth Partners
Michigan
$23.4K
HWM
1132
Hemington Wealth Management
Virginia
$23K +$2.55K +24 +12%
SSG
1133
Summit Securities Group
New York
$22.4K +$22.9K +215 New
ABWM
1134
Alpine Bank Wealth Management
Colorado
$22.3K
NWM
1135
Nova Wealth Management
Florida
$22.1K -$2.34K -22 -9%
HWA
1136
HHM Wealth Advisors
Tennessee
$21.2K -$851 -8 -4%
BONH
1137
Bank of New Hampshire
New Hampshire
$20.8K
NFSG
1138
Newbridge Financial Services Group
Florida
$20.4K +$1.7K +16 +9%
WWM
1139
Wolff Wiese Magana
California
$20.1K
MCM
1140
MV Capital Management
Maryland
$20K
GA
1141
GoalVest Advisory
New York
$19.8K +$20.2K +190 New
BFP
1142
Briaud Financial Planning
Texas
$19K +$7.45K +70 +61%
HC
1143
Hoese & Co
Minnesota
$18.8K +$19.2K +180 New
FCT
1144
First Community Trust
Iowa
$17.3K
CAM
1145
Costello Asset Management
Pennsylvania
$16.1K
SS
1146
SBI Securities
Japan
$15.4K +$1.28K +12 +9%
FFO
1147
Fortitude Family Office
Arizona
$15.2K +$3.51K +33 +29%
CPG
1148
Cornerstone Planning Group
New Jersey
$14.8K -$5.75K -54 -29%
QPBE
1149
Quintet Private Bank (Europe)
Luxembourg
$14.6K +$14.9K +140 New
BWL
1150
Bogart Wealth LLC
Virginia
$14.5K +$11.2K +105 +309%

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.