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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
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$4.61M -$14.6K -137 -0.3%
PMWMG
252
Parr McKnight Wealth Management Group
Minnesota
$4.61M +$2.51M +23,552 +114%
WFMPM
253
Woodley Farra Manion Portfolio Management
Indiana
$4.6M +$3.72K +35 +0.1%
SCI
254
S&CO Inc
Massachusetts
$4.6M
AIMC
255
Alley Investment Management Company
Illinois
$4.54M +$79.2K +744 +2%
NYLIM
256
New York Life Investment Management
New York
$4.51M +$97.1K +913 +2%
AF
257
Allworth Financial
California
$4.51M +$831K +7,808 +22%
Schroder Investment Management Group
258
Schroder Investment Management Group
United Kingdom
$4.48M +$602K +5,655 +15%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$464K +4,362 +11%
BAM
260
Bosun Asset Management
Illinois
$4.48M
SCM
261
Sone Capital Management
New York
$4.44M +$2.31M +21,683 +104%
KWM
262
Keebeck Wealth Management
Illinois
$4.43M +$1.58M +14,871 +54%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$4.4M +$106K +996 +2%
BRCM
264
Bright Rock Capital Management
Massachusetts
$4.38M
William Blair & Company
265
William Blair & Company
Illinois
$4.38M -$112K -1,052 -2%
MCB
266
Morton Community Bank
Illinois
$4.33M +$137K +1,290 +3%
VPIM
267
Vanguard Personalized Indexing Management
California
$4.3M +$944K +8,873 +27%
FIA
268
Foundations Investment Advisors
Arizona
$4.3M +$3.07M +28,830 +232%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$4.28M +$1.12M +10,511 +34%
RFC
270
Regions Financial Corp
Alabama
$4.27M +$829K +7,789 +23%
DWT
271
Dorsey & Whitney Trust
South Dakota
$4.25M +$1.25M +11,729 +40%
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$4.23M +$1.2M +11,231 +38%
NAM
273
Nissay Asset Management
Japan
$4.2M +$61.6K +579 +1%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$4.19M +$3.35M +31,470 +358%
UIM
275
USS Investment Management
United Kingdom
$4.19M +$2.43M +22,802 +131%

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.