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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
ME
1226
McIlrath & Eck
Washington
$2.81K
MTIC
1227
Missouri Trust & Investment Company
Missouri
$2.71K
KG
1228
Kilter Group
New York
$2.5K +$2.55K +24 New
CIAS
1229
CBIZ Investment Advisory Services
Ohio
$2.19K +$2.23K +21 New
AIC
1230
Archer Investment Corporation
Indiana
$2.16K
DI
1231
DAGCO Inc
Ohio
$2.08K
RWM
1232
Rialto Wealth Management
New York
$2.08K +$958 +9 +82%
PCM
1233
Penserra Capital Management
California
$2K -$899K -8,452 -100%
CA
1234
Centerpoint Advisors
Massachusetts
$2K +$1.92K +18 New
WPA
1235
Wealth Preservation Advisors
Tennessee
$1.98K -$532 -5 -21%
PA
1236
Pineridge Advisors
Missouri
$1.92K
PWA
1237
Physician Wealth Advisors
Utah
$1.77K +$1.81K +17 New
CWP
1238
Clark Wealth Partners
Illinois
$1.77K
HHGA
1239
Halbert Hargrove Global Advisors
California
$1.67K -$2.23K -21 -57%
LCM
1240
Logan Capital Management
Pennsylvania
$1.6K
AP
1241
Aspect Partners
Virginia
$1.56K
BHWM
1242
Bay Harbor Wealth Management
Maryland
$1.56K +$745 +7 +88%
DWM
1243
Dogwood Wealth Management
Kansas
$1.55K +$319 +3 +25%
Kayne Anderson Rudnick Investment Management
1244
Kayne Anderson Rudnick Investment Management
California
$1.35K +$958 +9 +225%
STB
1245
S&T Bank
Pennsylvania
$1.25K +$1.28K +12 New
YP
1246
YANKCOM Partnership
South Dakota
$1.25K +$1.28K +12 New
SIC
1247
SJS Investment Consulting
Ohio
$1.15K -$851 -8 -42%
PWA
1248
Principia Wealth Advisory
Texas
$1.04K +$319 +3 +43%
PWM
1249
Parkworth Wealth Management
California
$938 +$532 +5 +125%
BFS
1250
Bare Financial Services
Pennsylvania
$938 +$958 +9 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.