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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
AWM
1201
Abound Wealth Management
Tennessee
$5.75K
SVCP
1202
Silicon Valley Capital Partners
California
$5.73K +$5.85K +55 New
WA
1203
Whipplewood Advisors
Colorado
$5.63K +$4.89K +46 +575%
BDPWM
1204
Barnes Dennig Private Wealth Management
Ohio
$5.52K
EP
1205
Essential Partners
California
$5.11K +$5.21K +49 New
KFP
1206
Keener Financial Planning
Texas
$5K
AW
1207
Avion Wealth
Texas
$5K +$2.98K +28 +97%
TWD
1208
True Wealth Design
Ohio
$4.9K -$958 -9 -16%
IRC
1209
Investors Research Corp
Georgia
$4.9K
SS
1210
Sunbelt Securities
Texas
$4.8K -$142K -1,339 -96%
AEPWM
1211
Atlantic Edge Private Wealth Management
Florida
$4.69K
RWS
1212
Retirement Wealth Solutions
Wisconsin
$4.57K +$106 +1 +2%
SC
1213
SouthState Corp
Florida
$4.17K -$10.4K -98 -71%
GEA
1214
Glen Eagle Advisors
New Jersey
$4.17K
OAJ
1215
Ogorek Anthony Joseph
New York
$4K
WTFG
1216
Wood Tarver Financial Group
Idaho
$4K
IWM
1217
IMG Wealth Management
Florida
$3.75K +$3.83K +36 New
PWAM
1218
Private Wealth Asset Management
Iowa
$3.54K
PWMG
1219
Private Wealth Management Group
New Jersey
$3.54K
TCA
1220
Trifecta Capital Advisors
Illinois
$3.54K
GTAM
1221
Global Trust Asset Management
Florida
$3.33K
HWP
1222
Highline Wealth Partners
California
$3.23K -$213 -2 -6%
WCM
1223
WealthTrak Capital Management
Virginia
$3.13K +$532 +5 +20%
IHWM
1224
Iron Horse Wealth Management
Iowa
$3.02K
BIA
1225
Bell Investment Advisors
California
$3.02K +$1.7K +16 +123%

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.