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
MWM
1251
Magnolia Wealth Management
Alabama
$16.2K +$15.7K +140 New
SHIM
1252
Stone House Investment Management
Pennsylvania
$15.9K +$5.28K +47 +52%
MCA
1253
Midwest Capital Advisors
Michigan
$15.7K
PP
1254
PFS Partners
New Jersey
$15.1K
KAS
1255
Kemnay Advisory Services
New York
$14.8K +$1.46K +13 +11%
RL
1256
Rogco LP
Oklahoma
$14.6K
CPBTD
1257
Central Pacific Bank - Trust Division
Hawaii
$14.2K +$13.8K +123 New
EI
1258
EFG International
$14.2K +$13.8K +123 New
CFS
1259
CGC Financial Services
Oregon
$13.9K
RDFA
1260
Ritter Daniher Financial Advisory
Ohio
$13.8K
AT
1261
Arlington Trust
Alabama
$13.5K +$13.1K +117 New
KB
1262
Kimelman & Baird
New York
$13.4K
GSWM
1263
Golden State Wealth Management
California
$13.3K
DFA
1264
DHJJ Financial Advisors
Illinois
$13K
WAG
1265
Wiser Advisor Group
Arizona
$12.8K
SWP
1266
Strategic Wealth Partners
Ohio
$12.6K
JWA
1267
JFS Wealth Advisors
Pennsylvania
$12.3K -$6.63K -59 -36%
KFI
1268
Key Financial Inc
Pennsylvania
$12.3K
FRA
1269
Front Row Advisors
California
$11.8K
STB
1270
S&T Bank
Pennsylvania
$11.8K +$4.61K +41 +67%
RG
1271
RHL Group
Michigan
$11.7K +$11.3K +101 New
AIS
1272
Advocate Investing Services
Maryland
$11.6K
CAM
1273
Costello Asset Management
Pennsylvania
$11.6K
HWM
1274
HighMark Wealth Management
Minnesota
$11.6K
GAAM
1275
Guinness Atkinson Asset Management
California
$11.3K

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.