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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
CJH
1151
Christopher J. Hasenberg
Wisconsin
$14.3K
DF
1152
Dunhill Financial
United Kingdom
$14.2K +$6.28K +59 +77%
MCA
1153
Midwest Capital Advisors
Michigan
$14.2K
RI
1154
Ridgewood Investments
New Jersey
$13.3K -$170K -1,599 -93%
RL
1155
Rogco LP
Oklahoma
$13.1K
CFS
1156
CGC Financial Services
Oregon
$12.5K
KB
1157
Kimelman & Baird
New York
$12.1K
PP
1158
Pacifica Partners
Canada
$12.1K +$9.58K +90 +333%
FMP
1159
Financial Management Professionals
Texas
$11.9K
DFA
1160
DHJJ Financial Advisors
Illinois
$11.7K
S
1161
Sachetta
Massachusetts
$11.4K +$3.09K +29 +36%
SWP
1162
Strategic Wealth Partners
Ohio
$11.4K +$11.6K +109 New
SN
1163
Sittner & Nelson
Oregon
$11.1K
KFI
1164
Key Financial Inc
Pennsylvania
$11K
Lazard Asset Management
1165
Lazard Asset Management
New York
$11K +$851 +8 +7%
MFG
1166
Mendota Financial Group
Wisconsin
$10.9K
TPWA
1167
Twin Peaks Wealth Advisors
California
$10.8K +$10.5K +99 New
FRA
1168
Front Row Advisors
California
$10.6K
PP
1169
PFS Partners
New Jersey
$10.5K +$10.7K +101 New
CCM
1170
Chilton Capital Management
Texas
$10.4K -$6.17K -58 -37%
HWM
1171
HighMark Wealth Management
Minnesota
$10.4K
PSFG
1172
Park Square Financial Group
Georgia
$10.3K
JWA
1173
JFS Wealth Advisors
Pennsylvania
$10.1K
HBW
1174
Hazlett, Burt & Watson
West Virginia
$10K -$9.04K -85 -47%
EWM
1175
Evolution Wealth Management
Florida
$9.8K +$10K +94 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.