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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
SFCL
1151
Strengthening Families & Communities LLC
Massachusetts
$79.5K +$1.48K +13 +2%
FC
1152
Financial Consulate
Maryland
$78.1K -$4.45K -39 -6%
FF
1153
Friedenthal Financial
New Jersey
$77.8K +$72.4K +635 +2,048%
AT
1154
Avalon Trust
New Mexico
$77.8K -$17.1K -150 -18%
IBOK
1155
Independence Bank of Kentucky
Kentucky
$76.6K
CYG
1156
Clean Yield Group
Vermont
$72K
FWA
1157
Flagship Wealth Advisors
Massachusetts
$70.1K
TLA
1158
Tanglewood Legacy Advisors
Texas
$70.1K
AA
1159
Ancora Advisors
Ohio
$69.6K -$11.2K -98 -14%
MCM
1160
Manchester Capital Management
Vermont
$69.5K +$1.25K +11 +2%
RF
1161
Robbins Farley
New Hampshire
$68.2K
SJIM
1162
St. Johns Investment Management
Florida
$67.7K
CB
1163
CNB Bank
Pennsylvania
$65.9K
SOAM
1164
SBI Okasan Asset Management
Japan
$65.6K +$63.2K +554 New
API
1165
Asset Planning Inc
California
$65.2K
CFO
1166
CVA Family Office
Colorado
$63.6K -$2.97K -26 -5%
BC
1167
Barrett & Company
Rhode Island
$63.1K
CPG
1168
Cornerstone Planning Group
New Jersey
$63K -$4.79K -42 -7%
KFAS
1169
Keating Financial Advisory Services
Kansas
$62.2K +$13K +114 +27%
B
1170
Bayban
Minnesota
$60.7K
SIC
1171
Salem Investment Counselors
North Carolina
$60.6K
BGAI
1172
Bruce G. Allen Investments
Colorado
$60.4K +$2.4K +21 +4%
HWA
1173
HHM Wealth Advisors
Tennessee
$60.2K +$3.54K +31 +6%
MB
1174
MidFirst Bank
Oklahoma
$59.1K
OAM
1175
Ostrum Asset Management
France
$58.9K

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.