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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
CWM
276
CIBC World Markets
New York
$4.18M +$202K +1,901 +5%
KA
277
KLCM Advisors
Wisconsin
$4.15M +$194K +1,825 +5%
NC
278
Nicholas Company
Wisconsin
$4.14M
MMA
279
Mizuho Markets Americas
New York
$4.07M -$2.23M -20,950 -35%
CCFCSB
280
Cape Cod Five Cents Savings Bank
Massachusetts
$3.96M
GIM
281
Glenmede Investment Management
Pennsylvania
$3.96M +$4.04M +37,973 New
ACM
282
Alta Capital Management
Utah
$3.94M -$212K -1,996 -5%
SLAM
283
Swiss Life Asset Management
$3.94M -$3.72M -34,944 -48%
AWAU
284
Alliance Wealth Advisors (Utah)
Utah
$3.94M +$86.8K +816 +2%
RCYC
285
Richard C. Young & Co
Rhode Island
$3.93M +$149K +1,405 +4%
IMCOOI
286
Investment Management Corp of Ontario (IMCO)
Canada
$3.9M -$5.57M -52,355 -58%
UCMOK
287
United Capital Management of KS
Kansas
$3.89M +$71.1K +668 +2%
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$3.85M +$391K +3,671 +11%
MOACM
289
Mutual of America Capital Management
New York
$3.81M -$36.6K -344 -0.9%
SPIA
290
Steward Partners Investment Advisory
New York
$3.79M +$170K +1,599 +5%
ST
291
Somerset Trust
Pennsylvania
$3.73M -$6.92K -65 -0.2%
SOADOR
292
State of Alaska Department of Revenue
Alaska
$3.73M -$149K -1,400 -4%
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.71M +$107K +1,001 +3%
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$3.7M -$1.83M -17,233 -33%
EWM
295
Empirical Wealth Management
Washington
$3.7M -$167K -1,573 -4%
NEWAS
296
N.E.W. Advisory Services
Wisconsin
$3.66M -$535K -5,026 -13%
ZBNA
297
Zions Bancorporation, National Association
Utah
$3.65M -$24.8K -233 -0.7%
CM
298
Caption Management
Oklahoma
$3.65M +$3.72M +35,000 New
KPWS
299
Kestra Private Wealth Services
Texas
$3.64M +$51K +479 +1%
WP
300
Woodline Partners
California
$3.6M +$817K +7,681 +29%

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.