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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
SHIM
1176
Stone House Investment Management
Pennsylvania
$9.38K +$9.58K +90 New
MG
1177
MilWealth Group
Wisconsin
$9.27K
LFASL
1178
Lugano Financial Advisors SA (LFA)
Switzerland
$8.86K
AWM
1179
Activest Wealth Management
Florida
$8.65K -$106 -1 -1%
SC
1180
Solstein Capital
California
$8.54K
TIM
1181
Total Investment Management
Arizona
$8.51K +$8.72K +82 New
SO
1182
Sierra Ocean
California
$8.45K -$5.32K -50 -38%
RWPA
1183
Richard W. Paul & Associates
Michigan
$8.34K -$106 -1 -1%
MMCM
1184
Murphy & Mullick Capital Management
New York
$8.32K +$106 +1 +1%
HIA
1185
Harbor Investment Advisory
Maryland
$8.23K
BA
1186
Bellwether Advisors
Nebraska
$8.23K +$8.41K +79 New
MSWA
1187
Marshall & Sterling Wealth Advisors
New York
$7.71K +$7.87K +74 New
GSWM
1188
Golden State Wealth Management
California
$7.4K
HHMI
1189
Howard Hughes Medical Institute
Maryland
$7.09K +$7.24K +68 New
HB
1190
Horizon Bancorp
Indiana
$7K
LI
1191
LRI Investments
Florida
$6.98K
MEG
1192
Millstone Evans Group
Colorado
$6.98K
DWM
1193
Darwin Wealth Management
Florida
$6.67K
LWMI
1194
Legacy Wealth Management (Idaho)
Idaho
$6.46K
LIS
1195
Legacy Investment Solutions
Idaho
$6.46K +$6.6K +62 New
MAWAG
1196
Mid-American Wealth Advisory Group
Missouri
$6.46K +$6.6K +62 New
RFA
1197
Reyes Financial Architecture
California
$6.36K
GC
1198
GFG Capital
Florida
$6.25K +$6.38K +60 New
1IA
1199
1620 Investment Advisors
Massachusetts
$6.15K
WTC
1200
WhitTier Trust Company
Nevada
$5.83K +$3.62K +34 +155%

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.