WEC Energy
1,270 hedge funds and large institutions have $28.4B invested in WEC Energy in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 493 increasing their positions, 393 reducing their positions, and 70 closing their positions.
129% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 70
25% more repeat investments, than reductions
Existing positions increased: 493 | Existing positions reduced: 393
16% more capital invested
Capital invested by funds: $24.5B → $28.4B (+$3.87B)
6% more funds holding
Funds holding: 1,197 → 1,270 (+73)
0.16% more ownership
Funds ownership: 82.39% → 82.55% (+0.16%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
51% less call options, than puts
Call options by funds: $70.9M | Put options by funds: $144M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$157M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$142M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$138M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$80.2M |
| 5 |
JP Morgan Chase
New York
|
+$74.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$144M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$117M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$108M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$92.9M |
| 5 |
BlackRock
New York
|
-$76.1M |
WEC Hedge Fund Activity: Q1 2025 in Review
1,270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2025, worth a combined $28.4B — up 16% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new WEC positions and 70 closed out — a net gain of 90 holders — while 493 added to existing stakes and 393 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $157M. The largest seller was Janus Henderson Group, cutting an estimated $144M.
- 1,270 institutional investors held WEC Energy (WEC) as of Q1 2025, up from 1,197 in Q4 2024.
- Funds reported $28.4B of WEC Energy stock for Q1 2025, up 16% quarter-over-quarter.
- 160 funds opened new WEC Energy positions in Q1 2025 and 70 closed out, a net change of +90 holders.
- The largest WEC Energy buyer in Q1 2025 was Cohen & Steers, an estimated $157M added.
- The largest WEC Energy seller in Q1 2025 was Janus Henderson Group, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2025.