We are live on ! Find out more
WEC icon

WEC Energy

1,400 hedge funds and large institutions have $32.7B invested in WEC Energy in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 576 increasing their positions, 415 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $8.82M

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

39% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 415

2% more funds holding

Funds holding: 1,3791,400 (+21)

1% more capital invested

Capital invested by funds: $32.2B → $32.7B (+$455M)

0.41% more ownership

Funds ownership: 85.55%85.96% (+0.41%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,400
Holders Change
+21
Holders Change %
+1.52%
% of All Funds
16.91%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
120
Increased
576
Reduced
415
Closed
80
Calls
$40.5M
Puts
$8.82M
Net Calls
+$31.6M
Net Calls Change
-$9.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
Valmark Advisers
Ohio
$1.27M +$203K +1,779 +20%
VVP
527
Venture Visionary Partners
Ohio
$1.26M -$6.39K -56 -0.5%
RAG
528
RIA Advisory Group
Iowa
$1.26M +$99.6K +873 +9%
SDIC
529
South Dakota Investment Council
South Dakota
$1.26M
BTI
530
Blue Trust Inc
Georgia
$1.25M -$72.3K -634 -6%
AWM
531
Axxcess Wealth Management
California
$1.25M +$420K +3,684 +52%
LPT
532
Legacy Private Trust
Wisconsin
$1.25M
NAAA
533
New Age Alpha Advisors
New York
$1.24M -$20.3K -178 -2%
TMAM
534
Tokio Marine Asset Management
Japan
$1.24M
FCM
535
Fourpath Capital Management
Oklahoma
$1.24M +$288K +2,521 +31%
SLI
536
Sumitomo Life Insurance
Japan
$1.24M -$71K -622 -6%
BBHC
537
Brown Brothers Harriman & Co
New York
$1.23M +$576K +5,047 +91%
SFG
538
SNS Financial Group
Minnesota
$1.23M +$1.2M +10,526 New
CA
539
Clearstead Advisors
Ohio
$1.22M +$325K +2,846 +37%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M +$3.42K +30 +0.3%
BWM
541
Buckley Wealth Management
Nevada
$1.22M +$58.2K +510 +5%
PA
542
PFW Advisors
Georgia
$1.21M -$53.3K -467 -4%
PA
543
Profund Advisors
Maryland
$1.19M -$103K -905 -8%
MCM
544
MAI Capital Management
Ohio
$1.19M +$2.51K +22 +0.2%
TCM
545
Twin Capital Management
Pennsylvania
$1.17M -$267K -2,337 -19%
SC
546
Steph & Co
Wisconsin
$1.17M +$349K +3,058 +44%
WSFS
547
Wilmington Savings Fund Society
Delaware
$1.16M +$3.77K +33 +0.3%
MSA
548
MUFG Securities Americas
New York
$1.15M +$91.8K +805 +9%
WA
549
Wealth Architects
California
$1.14M +$3.65K +32 +0.3%
RP
550
Rowlandmiller & Partners
Georgia
$1.14M

WEC Hedge Fund Activity: Q2 2026 in Review

1,400 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2026, worth a combined $32.7B — up 1.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WEC positions and 80 closed out — a net gain of 40 holders — while 576 added to existing stakes and 415 trimmed.

The largest buyer was Barclays, adding an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 1,400 institutional investors held WEC Energy (WEC) as of Q2 2026, up from 1,379 in Q1 2026.
  • Funds reported $32.7B of WEC Energy stock for Q2 2026, up 1.4% quarter-over-quarter.
  • 120 funds opened new WEC Energy positions in Q2 2026 and 80 closed out, a net change of +40 holders.
  • The largest WEC Energy buyer in Q2 2026 was Barclays, an estimated $202M added.
  • The largest WEC Energy seller in Q2 2026 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2026.