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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
PAM
401
Panagora Asset Management
Massachusetts
$1.82M -$554K -5,204 -23%
NWMG
402
Nicholson Wealth Management Group
South Carolina
$1.81M +$6.38K +60 +0.3%
RB
403
Rodgers Brothers
Pennsylvania
$1.81M -$587K -5,520 -24%
M&T Bank
404
M&T Bank
New York
$1.8M -$103K -965 -5%
LA
405
LVW Advisors
New York
$1.8M +$55.1K +518 +3%
GWM
406
Geneos Wealth Management
Colorado
$1.79M -$978K -9,194 -35%
Robeco Institutional Asset Management
407
Robeco Institutional Asset Management
Netherlands
$1.76M -$498K -4,682 -22%
DIA
408
Dana Investment Advisors
Wisconsin
$1.76M -$16K -150 -0.9%
BTI
409
Blue Trust Inc
Georgia
$1.75M +$162K +1,526 +10%
HH
410
Hilltop Holdings
Texas
$1.75M +$94.8K +891 +6%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$1.75M -$31.9K -300 -2%
Royal London Asset Management
412
Royal London Asset Management
United Kingdom
$1.74M
Jones Financial Companies
413
Jones Financial Companies
Missouri
$1.74M +$257K +2,417 +17%
SAM
414
Securian Asset Management
Minnesota
$1.73M -$18.1K -170 -1%
DADC
415
D.A. Davidson & Co
Montana
$1.72M +$88.3K +830 +5%
WS
416
Wedbush Securities
California
$1.72M +$70.7K +664 +4%
LCM
417
Legato Capital Management
California
$1.72M +$768K +7,214 +78%
FC
418
Farringdon Capital
United Kingdom
$1.72M +$1.75M +16,466 New
FHWM
419
Fox Hill Wealth Management
Massachusetts
$1.71M +$47.9K +450 +3%
MTC
420
Matrix Trust Company
Colorado
$1.7M
GIBU
421
Gulf International Bank (UK)
United Kingdom
$1.68M -$228K -2,146 -12%
PA
422
Profund Advisors
Maryland
$1.67M +$376K +3,532 +28%
AAS
423
Ameritas Advisory Services
Nebraska
$1.66M -$616K -5,791 -27%
MJRIC
424
Mogy Joel R Investment Counsel
California
$1.64M
MOS
425
MGO One Seven
Ohio
$1.64M +$5.64K +53 +0.3%

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.