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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
ABC
351
Associated Banc-Corp
Wisconsin
$2.5M +$166K +1,557 +7%
IIM
352
INTECH Investment Management
Florida
$2.45M +$102K +963 +4%
PCM
353
Polymer Capital Management
New York
$2.45M +$2.15M +20,190 +614%
Lido Advisors
354
Lido Advisors
California
$2.45M +$102K +959 +4%
SGAM
355
Smith Group Asset Management
Texas
$2.44M -$485K -4,560 -16%
EF
356
Empowered Funds
Pennsylvania
$2.43M +$701K +6,592 +39%
QT
357
Quantbot Technologies
New York
$2.42M +$2.42M +22,703 +4,150%
IAA
358
Independent Advisor Alliance
North Carolina
$2.39M +$70K +658 +3%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$2.37M +$334K +3,142 +16%
Janus Henderson Group
360
Janus Henderson Group
United Kingdom
$2.36M -$4.25M -39,970 -64%
GRP
361
Global Retirement Partners
California
$2.36M +$2.41M +22,612 New
MHC
362
Meyer Handelman Company
New York
$2.35M -$147K -1,378 -6%
RA
363
RFG Advisory
Alabama
$2.32M -$396K -3,724 -14%
SCM
364
Sterling Capital Management
North Carolina
$2.31M +$423K +3,974 +22%
SIA
365
Sit Investment Associates
Minnesota
$2.3M -$17.8K -167 -0.8%
MSU
366
Mizuho Securities USA
New York
$2.3M -$360K -3,383 -13%
DILIC
367
Dai-ichi Life Insurance Company
Japan
$2.27M +$458K +4,307 +25%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$2.23M +$237K +2,227 +12%
SC
369
Savant Capital
Illinois
$2.23M -$51.8K -487 -2%
FLPIM
370
F.L. Putnam Investment Management
Massachusetts
$2.22M -$40.9K -384 -2%
LCAM
371
London & Capital Asset Management
United Kingdom
$2.22M -$2.07M -19,424 -48%
KeyBank National Association
372
KeyBank National Association
Ohio
$2.19M -$341K -3,207 -13%
DW30
373
Drucker Wealth 3.0
New Jersey
$2.19M -$126K -1,184 -5%
CT
374
Colonial Trust
South Carolina
$2.16M +$319 +3 +0%
IWC
375
Integrated Wealth Concepts
Massachusetts
$2.15M +$534K +5,021 +32%

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.