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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
LI
1201
LRI Investments
Florida
$37.7K +$14.3K +127 +64%
PFSC
1202
Peoples Financial Services Corp
Pennsylvania
$37.7K
VNA
1203
Valley National Advisers
Pennsylvania
$36K -$3.71K -33 -9%
OCWP
1204
Owl Creek Wealth Partners
Colorado
$34.7K +$33.7K +300 New
DWP
1205
Destiny Wealth Partners
Florida
$34.2K +$33.1K +295 New
GA
1206
GoalVest Advisory
New York
$34K
APW
1207
Atlantic Private Wealth
North Carolina
$34K +$337 +3 +1%
PP
1208
Paladin Partners
Wisconsin
$33.7K
SCM
1209
Silvant Capital Management
Georgia
$33.6K
NECFA
1210
New England Capital Financial Advisors
Connecticut
$32.4K +$112 +1 +0.4%
BWA
1211
Basecamp Wealth Advisors
Washington
$32.3K -$9.1K -81 -23%
TC
1212
Truvestments Capital
Florida
$32.2K +$4.72K +42 +18%
PMIM
1213
Prudent Man Investment Management
Colorado
$31.6K
SL
1214
Salomon & Ludwin
Virginia
$31.2K
PGAM
1215
Princeton Global Asset Management
New Jersey
$30.6K +$112 +1 +0.4%
HNB
1216
Hilltop National Bank
Wyoming
$30K +$29.1K +259 New
Q1WB
1217
Quest 10 Wealth Builders
Virginia
$29.2K +$2.47K +22 +10%
VWA
1218
VSM Wealth Advisory
Maryland
$28.9K +$28.1K +250 New
CT
1219
Coastline Trust
Rhode Island
$28.8K
HFS
1220
Hughes Financial Services
Virginia
$28.6K +$1.01K +9 +4%
PWA
1221
Physician Wealth Advisors
Utah
$28.5K +$14.7K +131 +114%
OW
1222
Olistico Wealth
Oklahoma
$28.4K -$14.3K -127 -34%
GFA
1223
Godfrey Financial Associates
New York
$27.8K
WTC
1224
WhitTier Trust Company
Nevada
$27.5K +$24K +214 +973%
GWP
1225
Gen-Wealth Partners
Michigan
$26.7K +$674 +6 +3%

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.