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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
CC
1301
Covalis Capital
United Kingdom
-$358K -3,282 Closed
EW
1302
Evexia Wealth
Wisconsin
-$330K -3,158 Closed
IAIM
1303
International Assets Investment Management
Florida
-$336K -3,084 Closed
NCFG
1304
New Century Financial Group
New Jersey
-$336K -3,084 Closed
CFS
1305
CRA Financial Services
New Jersey
-$332K -3,051 Closed
OL
1306
Optas LLC
Texas
-$329K -3,022 Closed
BAM
1307
Blueshift Asset Management
New Jersey
-$318K -2,918 Closed
PA
1308
Procyon Advisors
Connecticut
-$310K -2,840 Closed
DS
1309
DRW Securities
Illinois
-$307K -2,813 Closed
SW
1310
SVB Wealth
Massachusetts
-$293K -2,692 Closed
SG
1311
StoneX Group
New York
-$290K -2,658 Closed
SC
1312
SummitTX Capital
Texas
-$273K -2,502 Closed
FCI
1313
Financial Counselors Inc
Kansas
-$269K -2,464 Closed
ECM
1314
Exchange Capital Management
Michigan
-$238K -2,182 Closed
GSWA
1315
Good Steward Wealth Advisors
Tennessee
-$236K -2,166 Closed
ECM
1316
Evergreen Capital Management
Washington
-$231K -2,121 Closed
PCWA
1317
Pacific Capital Wealth Advisors
California
-$230K -2,111 Closed
MFGM
1318
Marshall Financial Group (Maryland)
Maryland
-$225K -2,066 Closed
SFC
1319
Strategic Financial Concepts
Texas
-$222K -2,039 Closed
AWM
1320
Avior Wealth Management
Nebraska
-$221K -2,026 Closed
FCB
1321
First County Bank
Connecticut
-$216K -1,986 Closed
Fisher Asset Management
1322
Fisher Asset Management
Washington
-$213K -1,950 Closed
WKWM
1323
Walter & Keenan Wealth Management
Indiana
-$210K -1,923 Closed
BRM
1324
Boston Research & Management
Massachusetts
-$207K -1,902 Closed
DWM
1325
Defined Wealth Management
Oregon
-$207K -1,902 Closed

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.