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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
BG
51
Bahl & Gaynor
Ohio
$96.5M -$41.8M -393,287 -30%
Bessemer Group
52
Bessemer Group
New Jersey
$96.2M +$821K +7,720 +0.8%
SEI Investments
53
SEI Investments
Pennsylvania
$95.5M -$2.35M -22,132 -2%
LPL Financial
54
LPL Financial
California
$92.1M +$3.51M +33,005 +4%
T. Rowe Price Investment Management
55
T. Rowe Price Investment Management
Maryland
$89.4M +$15.8M +148,661 +21%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$87M +$1.04M +9,763 +1%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$80.7M +$63M +592,028 +324%
RG
58
Rathbones Group
United Kingdom
$76.3M -$3.39M -31,846 -4%
ERSOT
59
Employees Retirement System of Texas
Texas
$70.6M +$7.57M +71,143 +12%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$67.1M +$4.28M +40,190 +7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$67M +$8.41K +79 +0%
BEI
62
Benjamin Edwards Inc
Missouri
$64.4M +$915K +8,598 +1%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$63.7M +$4.99M +46,911 +8%
GF
64
Gabelli Funds
New York
$63.2M -$1.34M -12,600 -2%
First Trust Advisors
65
First Trust Advisors
Illinois
$62.3M -$50.9M -478,238 -44%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.9M +$10.3M +96,913 +21%
Victory Capital Management
67
Victory Capital Management
Texas
$57.6M +$15.1M +141,965 +35%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$56.2M -$3.75M -35,232 -6%
Verition Fund Management
69
Verition Fund Management
Connecticut
$56M +$36.9M +347,250 +182%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$55.8M -$7.04M -66,192 -11%
American Century Companies
71
American Century Companies
Missouri
$52.5M -$54.4M -511,049 -50%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$52.4M -$108K -1,013 -0.2%
VDI
73
Vaughan David Investments
Illinois
$51.5M +$224K +2,108 +0.4%
EIP
74
Epoch Investment Partners
New York
$47.3M -$7.26M -68,218 -13%
DCM
75
Donaldson Capital Management
Indiana
$46.7M +$1.96M +18,418 +4%

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.