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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
BFA
1326
Bill Few Associates
Pennsylvania
-$207K -1,900 Closed
ET
1327
Equitable Trust
Tennessee
-$206K -1,887 Closed
CBTWT
1328
Community Bank & Trust (Waco, Texas)
Texas
-$204K -1,868 Closed
BTWM
1329
Baker Tilly Wealth Management
Wisconsin
-$203K -1,860 Closed
SF
1330
Synovus Financial
Georgia
-$202K -1,851 Closed
FFIC
1331
First Fiduciary Investment Counsel
Ohio
-$202K -1,850 Closed
CAM
1332
Clark Asset Management
New Hampshire
-$201K -1,847 Closed
FB
1333
Finward Bancorp
Indiana
-$201K -1,843 Closed
CWA
1334
CM Wealth Advisors
Ohio
-$201K -1,840 Closed
HCP
1335
Hexagon Capital Partners
Arkansas
-$167K -1,528 Closed
QC
1336
Quent Capital
New York
-$135K -1,235 Closed
GJIA
1337
Glass Jacobson Investment Advisors
Maryland
-$112K -1,188 Closed
WF
1338
Wayfinding Financial
Washington
-$103K -953 Closed
TC
1339
Trust Company
Kansas
-$64.1K -588 Closed
QL
1340
Quarry LP
New York
-$55K -505 Closed
RMP
1341
Richards, Merrill & Peterson
Washington
-$49K -450 Closed
VC
1342
Vestor Capital
Illinois
-$41K -372 Closed
GXJ
1343
Global X Japan
Japan
-$17.3K -159 Closed
SCB
1344
Saudi Central Bank
Saudi Arabia
-$13.5K -124 Closed
WT
1345
Washington Trust
Rhode Island
-$12.2K -112 Closed
WAG
1346
Wiser Advisor Group
Arizona
-$12.1K -111 Closed
CAL
1347
Capital Analysts LLC
Pennsylvania
-$12K -106 Closed
CSC
1348
Caldwell Sutter Capital
California
-$10.9K -100 Closed
AF
1349
Atala Financial
California
-$10.1K -93 Closed
SIM
1350
Synergy Investment Management
Florida
-$9.93K -91 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.