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WEC Energy

1,379 hedge funds and large institutions have $32.2B invested in WEC Energy in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 549 increasing their positions, 419 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $70.8M | Put options by funds: $30M

69% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 88

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

31% more repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 419

12% more capital invested

Capital invested by funds: $28.7B → $32.2B (+$3.52B)

2% more funds holding

Funds holding: 1,3481,379 (+31)

2.21% more ownership

Funds ownership: 83.35%85.55% (+2.2%)

Holders
1,379
Holders Change
+31
Holders Change %
+2.3%
% of All Funds
16.87%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.16%
New
149
Increased
549
Reduced
419
Closed
88
Calls
$70.8M
Puts
$30M
Net Calls
+$40.8M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1126
Acropolis Investment Management
Missouri
$105K +$101K +903 New
FPF
1127
First Pacific Financial
Washington
$104K
OL
1128
OneFund LLC
Florida
$104K -$2.36K -21 -2%
RF
1129
Rossby Financial
Florida
$103K +$1.24K +11 +1%
MHR
1130
Matthew Hamilton Rosenberg
$102K
RFP
1131
Root Financial Partners
California
$102K +$30.2K +269 +44%
BCFD
1132
Boit C.F. David
$100K
JGCM
1133
Joseph Group Capital Management
Ohio
$100K +$7.19K +64 +8%
BCV
1134
Banque Cantonale Vaudoise
Switzerland
$100K -$390K -3,474 -80%
SMBT
1135
Southern Michigan Bank & Trust
Michigan
$99.9K +$97K +863 New
OC
1136
Oakworth Capital
Alabama
$99.8K -$10K -89 -9%
MSFP
1137
Mark Sheptoff Financial Planning
Connecticut
$96.8K
AT
1138
Avalon Trust
New Mexico
$94.5K -$19.7K -175 -18%
AIM
1139
Arcadia Investment Management
Michigan
$92.8K
DMBA
1140
Deseret Mutual Benefit Administrators
Utah
$91K +$39.1K +348 +79%
Loomis, Sayles & Company
1141
Loomis, Sayles & Company
Massachusetts
$89.4K +$225 +2 +0.3%
WSFG
1142
Wall Street Financial Group
Illinois
$87.4K +$84.8K +755 New
GKIM
1143
GW&K Investment Management
Massachusetts
$85K -$1.69K -15 -2%
BOJHT
1144
Bank of Jackson Hole Trust
Wyoming
$84.9K +$11.3K +101 +16%
FC
1145
Financial Consulate
Maryland
$81.9K +$7.19K +64 +10%
AA
1146
Ancora Advisors
Ohio
$80.3K -$6.18K -55 -7%
SFCL
1147
Strengthening Families & Communities LLC
Massachusetts
$77.4K -$1.8K -16 -2%
AAF
1148
Andra AP-fonden
Sweden
$76.5K +$74.3K +661 New
IBOK
1149
Independence Bank of Kentucky
Kentucky
$75.9K -$11.2K -100 -13%
CYG
1150
Clean Yield Group
Vermont
$71.4K -$28.1K -250 -29%

WEC Hedge Fund Activity: Q1 2026 in Review

1,379 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2026, worth a combined $32.2B — up 12% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new WEC positions and 88 closed out — a net gain of 61 holders — while 549 added to existing stakes and 419 trimmed.

The largest buyer was Federated Hermes, adding an estimated $137M. The largest seller was Wellington Management Group, cutting an estimated $473M.

  • 1,379 institutional investors held WEC Energy (WEC) as of Q1 2026, up from 1,348 in Q4 2025.
  • Funds reported $32.2B of WEC Energy stock for Q1 2026, up 12% quarter-over-quarter.
  • 149 funds opened new WEC Energy positions in Q1 2026 and 88 closed out, a net change of +61 holders.
  • The largest WEC Energy buyer in Q1 2026 was Federated Hermes, an estimated $137M added.
  • The largest WEC Energy seller in Q1 2026 was Wellington Management Group, an estimated $473M sold.

Based on aggregated 13F filings for Q1 2026.