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WEC Energy
WEC

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: 1,270 → 1,259 (-11)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-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

Top Buyers

Rank Fund Capital Flow
1
BC
Broadwater Capital
Massachusetts
+$255M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
3
UBS Group
UBS Group
Switzerland
+$68M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$63M
5
Marshall Wace
Marshall Wace
United Kingdom
+$61.9M

Top Sellers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$75.9M
2
SCP
Soroban Capital Partners
New York
-$58.4M
3
State Street
State Street
Massachusetts
-$57.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$56.3M
5
American Century Companies
American Century Companies
Missouri
-$54.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1351
Global Financial Private Client
Florida
– -$8.5K -78 Closed
PPWM
1352
PFG Private Wealth Management
Florida
– -$7.85K -72 Closed
CWC
1353
Carolinas Wealth Consulting
North Carolina
– -$6.65K -61 Closed
CHC
1354
City Holding Co
West Virginia
– -$5.99K -55 Closed
RWM
1355
Ruedi Wealth Management
Illinois
– -$3.71K -34 Closed
NCM
1356
Northwest Capital Management
Oregon
– -$2.94K -27 Closed
WCM
1357
Winthrop Capital Management
Indiana
– -$2K -25 Closed
ETS
1358
ESL Trust Services
New York
– -$2.51K -23 Closed
MA
1359
MCF Advisors
Kentucky
– -$2.29K -21 Closed
GP
1360
Greenline Partners
New York
– -$2.18K -20 Closed
FFC
1361
First Financial Corp
Indiana
– -$1.85K -17 Closed
BWM
1362
Bernard Wealth Management
Michigan
– -$1.74K -16 Closed
OIA
1363
Optimum Investment Advisors
Illinois
– -$1.74K -16 Closed
PA
1364
PSI Advisors
Florida
– -$872 -8 Closed
WW
1365
Winnow Wealth
Texas
– -$853 -8 Closed
RS
1366
Rakuten Securities
Japan
– -$436 -4 Closed
51 52 53 54
55

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.