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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
AF
1126
Avanza Fonder
Sweden
$132K
SEP
1127
Signature Equity Partners
Ohio
$132K -$6.28K -55 -5%
EWM
1128
Evermay Wealth Management
Virginia
$132K
MHR
1129
Matthew Hamilton Rosenberg
$128K +$24.3K +213 +24%
IA
1130
IFG Advisory
Georgia
$126K +$123K +1,079 New
TFM
1131
TFC Financial Management
Massachusetts
$124K +$685 +6 +0.6%
DJSG
1132
D.J. St. Germain
Massachusetts
$124K
RWM
1133
RMG Wealth Management
Wisconsin
$116K
DSC
1134
Daytona Street Capital
Missouri
$115K
PWMG
1135
Prestige Wealth Management Group
New Jersey
$114K
CAL
1136
Capital Advisors Ltd
Ohio
$107K
AIM
1137
Acropolis Investment Management
Missouri
$105K
FPF
1138
First Pacific Financial
Washington
$105K
FNWA
1139
Financial Network Wealth Advisors
Utah
$104K -$29.7K -260 -23%
SMBT
1140
Southern Michigan Bank & Trust
Michigan
$101K
OC
1141
Oakworth Capital
Alabama
$101K
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$98.1K
RF
1143
Rossby Financial
Florida
$96.5K -$6.62K -58 -7%
PB
1144
Pinnacle Bancorp
Nebraska
$92.7K -$21.4K -188 -19%
CWP
1145
Concord Wealth Partners
Virginia
$87.6K +$85.6K +750 New
SWAG
1146
Spectrum Wealth Advisory Group
California
$86.9K +$84.9K +744 New
DMBA
1147
Deseret Mutual Benefit Administrators
Utah
$85.9K -$5.71K -50 -6%
NB
1148
NBH Bank
Colorado
$85.6K +$83.6K +733 New
APFP
1149
Action Point Financial Planning
Michigan
$85.1K +$83.6K +733 New
GKIM
1150
GW&K Investment Management
Massachusetts
$84K -$1.37K -12 -2%

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.