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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
HCM
1151
Hollencrest Capital Management
California
$70.9K
TLA
1152
Tanglewood Legacy Advisors
Texas
$69.5K
CPG
1153
Cornerstone Planning Group
New Jersey
$68.7K +$36.2K +322 +117%
AIM
1154
Anchor Investment Management
South Carolina
$68K
MCM
1155
Manchester Capital Management
Vermont
$67.6K -$4.16K -37 -6%
RF
1156
Robbins Farley
New Hampshire
$67.6K
SJIM
1157
St. Johns Investment Management
Florida
$67.1K
CFO
1158
CVA Family Office
Colorado
$66.1K +$19.8K +176 +45%
CB
1159
CNB Bank
Pennsylvania
$65.3K
API
1160
Asset Planning Inc
California
$64.6K
FWA
1161
Flagship Wealth Advisors
Massachusetts
$62.5K
BC
1162
Barrett & Company
Rhode Island
$62.5K
CTWM
1163
Cherry Tree Wealth Management
Minnesota
$60.3K
B
1164
Bayban
Minnesota
$60.2K -$397K -3,536 -87%
SIC
1165
Salem Investment Counselors
North Carolina
$60.1K +$58.3K +519 New
MB
1166
MidFirst Bank
Oklahoma
$58.6K +$2.7K +24 +5%
OAM
1167
Ostrum Asset Management
France
$58.3K +$899 +8 +2%
BGAI
1168
Bruce G. Allen Investments
Colorado
$57.4K -$562 -5 -1%
HWA
1169
HHM Wealth Advisors
Tennessee
$56.2K +$31.6K +281 +138%
PWPS
1170
Pinnacle Wealth Planning Services
Ohio
$55.6K +$674 +6 +1%
PIS
1171
POM Investment Strategies
North Carolina
$54.9K +$47.5K +423 +829%
BFP
1172
Birchwood Financial Partners
Minnesota
$53.9K
TLFA
1173
True Link Financial Advisors
California
$53.8K +$52.2K +465 New
JWM
1174
JPL Wealth Management
Colorado
$53K +$51.5K +458 New
FHC
1175
First Horizon Corporation
Tennessee
$52.9K +$2.7K +24 +6%

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.