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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
HNB
1226
Hilltop National Bank
Wyoming
$30.2K
SS
1227
SBI Securities
Japan
$29.2K +$7.42K +65 +35%
CFM
1228
Compass Financial Management
Florida
$29.2K +$30.3K +266 New
CT
1229
Coastline Trust
Rhode Island
$29.1K
STB
1230
S&T Bank
Pennsylvania
$28.8K +$16.5K +145 +142%
OW
1231
Olistico Wealth
Oklahoma
$28.6K
SIM
1232
Synergy Investment Management
Florida
$28.1K +$1.71K +15 +7%
GFA
1233
Godfrey Financial Associates
New York
$28K
WTC
1234
WhitTier Trust Company
Nevada
$27.8K
FFO
1235
Fortitude Family Office
Arizona
$27.6K +$5.59K +49 +26%
PWA
1236
Physician Wealth Advisors
Utah
$27K -$1.71K -15 -6%
GWP
1237
Gen-Wealth Partners
Michigan
$27K
BWAM
1238
Boyd Watterson Asset Management
Ohio
$26.6K
SWM
1239
SHP Wealth Management
Massachusetts
$25.9K +$2.97K +26 +13%
S
1240
Sachetta
Massachusetts
$25.8K +$8.33K +73 +49%
HCM
1241
Hollencrest Capital Management
California
$25.3K -$45.1K -395 -65%
ABWM
1242
Alpine Bank Wealth Management
Colorado
$25K +$24.4K +214 New
JGCM
1243
Joseph Group Capital Management
Ohio
$24.9K -$74.3K -651 -75%
RWPA
1244
Richard W. Paul & Associates
Michigan
$24.9K +$3.88K +34 +19%
MCM
1245
MV Capital Management
Maryland
$24.1K +$456 +4 +2%
OWP
1246
ORG Wealth Partners
Texas
$23.9K -$204K -1,792 -90%
PB
1247
Prosperity Bancshares
Texas
$23.8K +$570 +5 +3%
LC
1248
Lavaca Capital
Texas
$23.4K -$22.8K -200 -50%
BONH
1249
Bank of New Hampshire
New Hampshire
$23.4K
HIA
1250
Harbor Investment Advisory
Maryland
$23.4K

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.