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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
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$5.83M +$959K +9,014 +19%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$5.83M -$3.75M -35,233 -39%
HPCM
228
Hunter Perkins Capital Management
Illinois
$5.77M -$19.5K -183 -0.3%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.73M +$3.51M +32,971 +150%
SC
230
Sagefield Capital
Texas
$5.71M -$3.62M -34,023 -38%
DRP
231
Decade Renewable Partners
Texas
$5.59M +$5.71M +53,680 New
X
232
Xponance
Pennsylvania
$5.58M +$1.14M +10,672 +25%
BCI
233
Brinker Capital Investments
Pennsylvania
$5.47M +$128K +1,199 +2%
URS
234
Utah Retirement Systems
Utah
$5.44M -$7.34K -69 -0.1%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$5.23M -$1.1M -10,301 -17%
TSMHT
236
Thurston Springer Miller Herd & Titak
Indiana
$5.21M +$1.78M +16,709 +50%
AAIM
237
American Assets Investment Management
California
$5.21M
ASN
238
Advisory Services Network
Georgia
$5.19M -$58.9K -554 -1%
YCM
239
Yousif Capital Management
Michigan
$5.15M -$8.72K -82 -0.2%
PFSRSONJ
240
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.06M +$238K +2,233 +5%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$5.05M -$637K -5,983 -11%
M
242
MOTCO
Texas
$5.05M -$157K -1,471 -3%
PAS
243
Park Avenue Securities
New York
$5M -$21.1K -198 -0.4%
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$4.99M +$300K +2,816 +6%
PE
245
Point72 Europe
United Kingdom
$4.97M +$2.59M +24,300 +104%
KWM
246
Kingsview Wealth Management
Oregon
$4.96M +$14K +132 +0.3%
DC
247
Davenport & Co
Virginia
$4.95M +$1.25M +11,761 +33%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$4.87M -$320K -3,011 -6%
HI
249
Harbour Investments
Wisconsin
$4.63M +$453K +4,257 +11%
Cerity Partners
250
Cerity Partners
New York
$4.62M +$320K +3,006 +7%

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.