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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
VWA
1201
Valued Wealth Advisors
Utah
$40.1K
HFG
1202
Harborfront Financial Group
Michigan
$40K +$39K +342 New
LI
1203
LRI Investments
Florida
$39.4K +$1.25K +11 +3%
CFFP
1204
Center for Financial Planning
Michigan
$38.9K
MWA
1205
Medallion Wealth Advisors
Connecticut
$38.9K +$114 +1 +0.3%
PFSC
1206
Peoples Financial Services Corp
Pennsylvania
$38.1K
VNA
1207
Valley National Advisers
Pennsylvania
$37.3K +$342 +3 +0.9%
NF
1208
Napier Financial
Massachusetts
$36.8K -$5.82K -51 -14%
OCWP
1209
Owl Creek Wealth Partners
Colorado
$36.2K +$1.14K +10 +3%
APW
1210
Atlantic Private Wealth
North Carolina
$34.6K +$228 +2 +0.7%
GA
1211
GoalVest Advisory
New York
$34.3K
AA
1212
Addison Advisors
Vermont
$34.2K -$188K -1,648 -85%
PP
1213
Paladin Partners
Wisconsin
$34K
SCM
1214
Silvant Capital Management
Georgia
$33.9K
PMFA
1215
Plante Moran Financial Advisors
Michigan
$32.9K +$14.4K +126 +81%
NECFA
1216
New England Capital Financial Advisors
Connecticut
$32.7K
BWA
1217
Basecamp Wealth Advisors
Washington
$32.6K
TC
1218
Truvestments Capital
Florida
$32.5K
Group One Trading
1219
Group One Trading
Illinois
$31.8K +$31K +272 New
PMIM
1220
Prudent Man Investment Management
Colorado
$31.6K
WA
1221
WPG Advisers
Maryland
$31.1K +$5.36K +47 +21%
PGAM
1222
Princeton Global Asset Management
New Jersey
$31K +$114 +1 +0.4%
SL
1223
Salomon & Ludwin
Virginia
$30.8K
HFS
1224
Hughes Financial Services
Virginia
$30.6K +$1.71K +15 +6%
Q1WB
1225
Quest 10 Wealth Builders
Virginia
$30.4K +$913 +8 +3%

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.