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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
SIA
551
Strategic Investment Advisors
Michigan
$1.13M -$1.37K -12 -0.1%
BFG
552
Birch Financial Group
New Hampshire
$1.13M +$9.47K +83 +0.9%
NDSIB
553
North Dakota State Investment Board
North Dakota
$1.13M +$30.8K +270 +3%
TPBG
554
Turning Point Benefit Group
Maryland
$1.13M +$240K +2,104 +28%
PDL
555
Portfolio Design Labs
California
$1.13M +$85.6K +750 +8%
LCM
556
Legato Capital Management
California
$1.12M -$1.3M -11,351 -54%
TWM
557
Trueblood Wealth Management
Ohio
$1.12M +$5.59K +49 +0.5%
ASBI
558
American State Bank (Iowa)
Iowa
$1.12M
LAM
559
LOM Asset Management
$1.1M +$1.05M +9,246 +4,510%
PFS
560
Prospera Financial Services
Texas
$1.1M -$264K -2,318 -20%
BTC
561
Bank & Trust Company
Illinois
$1.09M -$17.2K -151 -2%
ACM
562
Aster Capital Management
United Arab Emirates
$1.09M +$676K +5,928 +175%
HI
563
Hendershot Investments
Virginia
$1.08M
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$317K +2,778 +43%
EH
565
Equitable Holdings
New York
$1.07M -$1.05M -9,223 -50%
NP
566
NorthRock Partners
Minnesota
$1.06M -$163K -1,429 -14%
MWM
567
Modern Wealth Management
Kansas
$1.06M +$52.3K +458 +5%
JIC
568
Johnson Investment Counsel
Ohio
$1.05M +$19.1K +167 +2%
AWA
569
Arkadios Wealth Advisors
Georgia
$1.05M -$271K -2,378 -21%
PGWA
570
Plus Group Wealth Advisors
Wisconsin
$1.05M
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$19.9K -174 -2%
HFM
572
Hartford Funds Management
Pennsylvania
$1.04M +$62.1K +544 +7%
AS
573
Altshuler Shaham
Israel
$1.04M +$105K +921 +12%
VFA
574
Voya Financial Advisors
Connecticut
$1.03M -$49.2K -431 -5%
UCFA
575
United Capital Financial Advisors
Texas
$1.03M +$4.79K +42 +0.5%

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.