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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
Raymond James Financial
26
Raymond James Financial
Florida
$190M -$14.3M -134,330 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$188M -$8.64M -81,217 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$178M -$25.2M -236,601 -12%
ClearBridge Investments
29
ClearBridge Investments
New York
$170M -$4.64M -43,582 -3%
MPI
30
Mairs & Power Inc
Minnesota
$156M +$11M +103,447 +7%
Goldman Sachs
31
Goldman Sachs
New York
$153M +$55.9M +525,654 +56%
CIM
32
Confluence Investment Management
Missouri
$148M -$2.69M -25,322 -2%
Principal Financial Group
33
Principal Financial Group
Iowa
$146M +$1.54M +14,449 +1%
MAM
34
Magellan Asset Management
Australia
$137M -$15.8M -148,037 -10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$135M +$6.23M +58,564 +5%
Franklin Resources
36
Franklin Resources
California
$134M +$16M +150,090 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$132M -$93.2K -876 -0.1%
Stifel Financial
38
Stifel Financial
Missouri
$126M +$147K +1,380 +0.1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$125M -$22.7M -213,790 -15%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$124M +$351K +3,297 +0.3%
Cohen & Steers
41
Cohen & Steers
New York
$121M -$39.6M -372,125 -24%
DPIM
42
Duff & Phelps Investment Management
Illinois
$117M -$16.2M -152,547 -12%
CIC
43
Crawford Investment Counsel
Georgia
$114M -$3.19M -29,978 -3%
CIMLRA
44
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M -$373K -3,510 -0.3%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$109M +$41.7M +391,444 +60%
Barclays
46
Barclays
United Kingdom
$105M +$25.7M +242,002 +32%
WHG
47
Westwood Holdings Group
Texas
$103M -$6.68M -62,823 -6%
CI
48
Cincinnati Insurance
Ohio
$102M
Swiss National Bank
49
Swiss National Bank
Switzerland
$101M +$7.84M +73,700 +8%
Marshall Wace
50
Marshall Wace
United Kingdom
$98.4M +$61.9M +581,748 +161%

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.