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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
NAS
151
Nicolet Advisory Services
Wisconsin
$14.6M +$427K +4,015 +3%
RAM
152
Resona Asset Management
Japan
$14.3M +$835K +7,843 +6%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$14.3M -$1.92M -18,021 -12%
Nomura Asset Management
154
Nomura Asset Management
Japan
$14M +$257K +2,413 +2%
Squarepoint
155
Squarepoint
New York
$14M +$13.1M +122,903 +1,093%
New York State Common Retirement Fund
156
New York State Common Retirement Fund
New York
$13.8M +$107K +1,008 +0.8%
Creative Planning
157
Creative Planning
Kansas
$13.4M -$2.65M -24,936 -16%
GCM
158
Greenland Capital Management
New York
$13.3M +$13.6M +127,798 New
OAC
159
OMERS Administration Corp
Ontario, Canada
$13.2M
VV
160
Verity & Verity
South Carolina
$13M +$1.17M +11,033 +10%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$12.9M +$3.85M +36,158 +41%
BCM
162
Brookstone Capital Management
Illinois
$12.8M +$41K +385 +0.3%
Hudson Bay Capital Management
163
Hudson Bay Capital Management
Connecticut
$12.7M -$4.09M -38,397 -24%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$12.6M +$465K +4,368 +4%
Universal-Beteiligungs- und Servicegesellschaft
165
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.4M -$106K -998 -0.8%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$11.9M +$340K +3,191 +3%
Wealthfront Advisers
167
Wealthfront Advisers
California
$11.8M +$3.39M +31,852 +39%
RT
168
Rockland Trust
Massachusetts
$11.8M -$276K -2,596 -2%
AAS
169
Annex Advisory Services
Wisconsin
$11.5M +$16.3K +153 +0.1%
A
170
AustralianSuper
Australia
$11.3M +$1.42M +13,374 +14%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M +$973K +9,148 +9%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$11M +$1M +9,399 +10%
LI
173
Leeward Investments
Massachusetts
$11M -$2.02M -18,946 -15%
SWP
174
Stratos Wealth Partners
Ohio
$10.7M +$401K +3,766 +4%
HWM
175
HFR Wealth Management
New York
$10.6M +$130K +1,220 +1%

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.