We are live on ! Find out more
WEC icon

WEC Energy

1,371 hedge funds and large institutions have $32.2B invested in WEC Energy in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 548 increasing their positions, 418 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

66% more first-time investments, than exits

New positions opened: 146 | 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: 548 | Existing positions reduced: 418

12% more capital invested

Capital invested by funds: $28.7B → $32.2B (+$3.52B)

2.19% more ownership

Funds ownership: 83.35%85.54% (+2.2%)

2% more funds holding

Funds holding: 1,3471,371 (+24)

Holders
1,371
Holders Change
+24
Holders Change %
+1.78%
% 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
146
Increased
548
Reduced
418
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
MCM
1226
MV Capital Management
Maryland
$23.4K +$674 +6 +3%
HIA
1227
Harbor Investment Advisory
Maryland
$23.2K -$8.76K -78 -28%
BONH
1228
Bank of New Hampshire
New Hampshire
$23.2K
PB
1229
Prosperity Bancshares
Texas
$23K +$4.94K +44 +28%
SWM
1230
SHP Wealth Management
Massachusetts
$22.7K +$3.03K +27 +16%
WWM
1231
Wolff Wiese Magana
California
$22.3K
BA
1232
Blueline Advisors
New Hampshire
$22.3K +$562 +5 +3%
FFO
1233
Fortitude Family Office
Arizona
$21.6K +$5.84K +52 +39%
SS
1234
SBI Securities
Japan
$21.4K -$5.28K -47 -20%
BDPWM
1235
Barnes Dennig Private Wealth Management
Ohio
$21.3K +$20.7K +184 New
HC
1236
Hoese & Co
Minnesota
$20.8K
RWPA
1237
Richard W. Paul & Associates
Michigan
$20.7K +$11K +98 +121%
TPWA
1238
Twin Peaks Wealth Advisors
California
$20.5K +$19.9K +177 New
GBT
1239
Grove Bank & Trust
Florida
$19.7K -$8.99K -80 -32%
EC
1240
Elequin Capital
New York
$19.3K -$19.3K -172 -51%
FCT
1241
First Community Trust
Iowa
$19.2K
TCM
1242
Triumph Capital Management
Colorado
$18.3K
PMFA
1243
Plante Moran Financial Advisors
Michigan
$18.1K -$11.2K -100 -39%
CFSG
1244
Community Financial Services Group
Vermont
$17.8K +$17.2K +153 New
EFMH
1245
E Fund Management (HK)
Hong Kong
$17.5K
NWM
1246
Nova Wealth Management
Florida
$17.1K
S
1247
Sachetta
Massachusetts
$17.1K +$4.38K +39 +36%
KFP
1248
Kerr Financial Planning
California
$17.1K +$225 +2 +1%
C
1249
Covestor
United Kingdom
$17K -$8.09K -72 -33%
WB
1250
Webster Bank
Connecticut
$16.6K

WEC Hedge Fund Activity: Q1 2026 in Review

1,371 of the 8,128 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: 146 funds opened new WEC positions and 88 closed out — a net gain of 58 holders — while 548 added to existing stakes and 418 trimmed.

The largest buyer was Federated Hermes, adding an estimated $137M. The largest seller was Wellington Management Group, cutting an estimated $473M.

  • 1,371 institutional investors held WEC Energy (WEC) as of Q1 2026, up from 1,347 in Q4 2025.
  • Funds reported $32.2B of WEC Energy stock for Q1 2026, up 12% quarter-over-quarter.
  • 146 funds opened new WEC Energy positions in Q1 2026 and 88 closed out, a net change of +58 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.