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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
BWAM
1226
Boyd Watterson Asset Management
Ohio
$26.4K
SA
1227
Scarborough Advisors
Maryland
$26.4K
SIM
1228
Synergy Investment Management
Florida
$26.3K +$25.5K +227 New
WA
1229
WPG Advisers
Maryland
$25.4K -$14.5K -129 -37%
LAM
1230
LOM Asset Management
$23.7K -$8.99K -80 -28%
MCM
1231
MV Capital Management
Maryland
$23.4K +$674 +6 +3%
HIA
1232
Harbor Investment Advisory
Maryland
$23.2K -$8.76K -78 -28%
BONH
1233
Bank of New Hampshire
New Hampshire
$23.2K
PB
1234
Prosperity Bancshares
Texas
$23K +$4.94K +44 +28%
SWM
1235
SHP Wealth Management
Massachusetts
$22.7K +$3.03K +27 +16%
WWM
1236
Wolff Wiese Magana
California
$22.3K
BA
1237
Blueline Advisors
New Hampshire
$22.3K +$562 +5 +3%
FFO
1238
Fortitude Family Office
Arizona
$21.6K +$5.84K +52 +39%
SS
1239
SBI Securities
Japan
$21.4K -$5.28K -47 -20%
BDPWM
1240
Barnes Dennig Private Wealth Management
Ohio
$21.3K +$20.7K +184 New
HC
1241
Hoese & Co
Minnesota
$20.8K
RWPA
1242
Richard W. Paul & Associates
Michigan
$20.7K +$11K +98 +121%
TPWA
1243
Twin Peaks Wealth Advisors
California
$20.5K +$19.9K +177 New
GBT
1244
Grove Bank & Trust
Florida
$19.7K -$8.99K -80 -32%
EC
1245
Elequin Capital
New York
$19.3K -$19.3K -172 -51%
FCT
1246
First Community Trust
Iowa
$19.2K
TCM
1247
Triumph Capital Management
Colorado
$18.3K
PMFA
1248
Plante Moran Financial Advisors
Michigan
$18.1K -$11.2K -100 -39%
CFSG
1249
Community Financial Services Group
Vermont
$17.8K +$17.2K +153 New
EFMH
1250
E Fund Management (HK)
Hong Kong
$17.5K

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.