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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
RIS
476
Richmond Investment Services
Wisconsin
$1.23M +$603K +5,666 +93%
WF
477
Welch & Forbes
Massachusetts
$1.22M
LPT
478
Legacy Private Trust
Wisconsin
$1.22M -$23.8K -224 -2%
PSFG
479
Prairie Sky Financial Group
Illinois
$1.22M
Connor, Clark & Lunn Investment Management (CC&L)
480
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22M -$3.5M -32,856 -74%
EC
481
Enhancing Capital
Pennsylvania
$1.22M
VRS
482
Virginia Retirement Systems
Virginia
$1.22M
MSK
483
Melissa S. Kampmann
$1.22M +$1.24M +11,680 New
HFAS
484
Hummer Financial Advisory Services
Illinois
$1.21M
HPC
485
HM Payson & Co
Maine
$1.21M +$18.9K +178 +2%
HIM
486
Harbour Investment Management
Washington
$1.19M -$25.5K -240 -2%
SFI
487
Susquehanna Fundamental Investments
Pennsylvania
$1.19M -$6.34M -59,542 -84%
MSWM
488
McGlone Suttner Wealth Management
Wisconsin
$1.18M +$11.3K +106 +0.9%
MYAM
489
Meiji Yasuda Asset Management
Japan
$1.18M -$375K -3,526 -24%
MGWM
490
Marks Group Wealth Management
Minnesota
$1.17M -$134K -1,261 -10%
PWG
491
Portside Wealth Group
Utah
$1.16M -$17.9K -168 -1%
EF
492
Empirical Finance
Pennsylvania
$1.16M +$7.87K +74 +0.7%
FB
493
Fulton Bank
Pennsylvania
$1.15M -$49.1K -461 -4%
TCPW
494
Twin City Private Wealth
North Carolina
$1.15M -$51.9K -488 -4%
PA
495
PFW Advisors
Georgia
$1.14M -$48.6K -457 -4%
VVP
496
Venture Visionary Partners
Ohio
$1.14M +$9.15K +86 +0.8%
IWA
497
Icon Wealth Advisors
Texas
$1.14M -$5.75K -54 -0.5%
ETC
498
Exchange Traded Concepts
Oklahoma
$1.14M +$256K +2,403 +28%
TWM
499
Trueblood Wealth Management
Ohio
$1.13M +$958 +9 +0.1%
IWM
500
IHT Wealth Management
Illinois
$1.12M +$115K +1,080 +11%

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.