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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B +$86.9M +816,243 +2%
BlackRock
2
BlackRock
New York
$3.11B +$42.2M +396,837 +1%
BC
3
Broadwater Capital
Massachusetts
$2.42B +$255M +2,394,240 +10,320%
State Street
4
State Street
Massachusetts
$2.13B -$57.8M -542,764 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.1B +$46.2M +434,171 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$892M +$25.1M +235,653 +3%
Wells Fargo
7
Wells Fargo
California
$840M +$31.3M +293,890 +4%
Bank of America
8
Bank of America
North Carolina
$755M +$14.9M +140,255 +2%
Deutsche Bank
9
Deutsche Bank
Germany
$582M +$12.4M +116,848 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$552M +$20.6M +193,782 +4%
Charles Schwab
11
Charles Schwab
California
$544M +$869K +8,171 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$463M +$18M +169,273 +4%
Morgan Stanley
13
Morgan Stanley
New York
$443M +$53.9M +506,145 +13%
Northern Trust
14
Northern Trust
Illinois
$388M -$29.4M -276,715 -7%
N
15
Nuveen
North Carolina
$383M -$2.84M -26,685 -0.7%
Invesco
16
Invesco
Georgia
$333M +$13.2M +123,693 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$282M +$20.2M +189,890 +8%
Legal & General Group
18
Legal & General Group
United Kingdom
$272M +$17.3M +162,963 +7%
CIA
19
ClearBridge Investments (Australia)
Australia
$246M +$1.34M +12,581 +0.5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$246M -$1.31M -12,285 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$221M -$11M -103,724 -5%
UBS Group
22
UBS Group
Switzerland
$219M +$68M +639,453 +44%
Federated Hermes
23
Federated Hermes
Pennsylvania
$212M +$3.3M +30,987 +2%
UBS AM
24
UBS AM
Illinois
$208M +$36.8M +345,919 +21%
EARNEST Partners
25
EARNEST Partners
Georgia
$207M +$639K +6,002 +0.3%

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.