We are live on ! Find out more
WEC icon

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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$29M +$3.55M +33,385 +14%
SO
102
STRS Ohio
Ohio
$28.9M -$6.07M -57,057 -17%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$28.8M +$174K +1,635 +0.6%
HNB
104
Huntington National Bank
Ohio
$28.8M +$1.7M +15,950 +6%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$27.9M -$2.72M -25,571 -9%
APG Asset Management
106
APG Asset Management
Netherlands
$26.2M +$13.2M +123,701 +72%
HighTower Advisors
107
HighTower Advisors
Illinois
$25.6M +$1.09M +10,228 +4%
CTB
108
Country Trust Bank
Illinois
$25.5M +$133K +1,247 +0.5%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$25.2M +$20.7K +195 +0.1%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$24.9M -$75.9M -713,013 -75%
LA
111
Linden Advisors
New York
$24.5M +$25M +235,404 New
ACIM
112
Azimuth Capital Investment Management
Michigan
$23.9M +$255K +2,398 +1%
Corient Private Wealth
113
Corient Private Wealth
Florida
$23.6M -$103K -969 -0.4%
BSA
114
Braun Stacey Associates
New York
$23.3M +$175K +1,643 +0.7%
Osaic Holdings
115
Osaic Holdings
Arizona
$22.1M +$3.32M +31,234 +17%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$21.9M +$97.7K +918 +0.4%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$21.8M +$38.9K +366 +0.2%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$21.2M -$3.96M -37,189 -15%
MML Investors Services
119
MML Investors Services
Massachusetts
$21.1M +$523K +4,911 +2%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$21M -$4.28M -40,267 -17%
CAM
121
Cidel Asset Management
Ontario, Canada
$20.9M +$332K +3,119 +2%
ACG
122
Aventail Capital Group
New York
$20.7M +$303K +2,850 +1%
ELI
123
Empire Life Investments
Ontario, Canada
$20.7M +$106 +1 +0%
Assenagon Asset Management
124
Assenagon Asset Management
Luxembourg
$20.6M +$4.62M +43,403 +28%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$20.2M -$338K -3,174 -2%

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.