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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
NWM
1251
Nova Wealth Management
Florida
$17.1K
S
1252
Sachetta
Massachusetts
$17.1K +$4.38K +39 +36%
KFP
1253
Kerr Financial Planning
California
$17.1K +$225 +2 +1%
C
1254
Covestor
United Kingdom
$17K -$8.09K -72 -33%
WB
1255
Webster Bank
Connecticut
$16.6K
MWM
1256
Magnolia Wealth Management
Alabama
$16.2K +$15.7K +140 New
SHIM
1257
Stone House Investment Management
Pennsylvania
$15.9K +$5.28K +47 +52%
MCA
1258
Midwest Capital Advisors
Michigan
$15.7K
PP
1259
PFS Partners
New Jersey
$15.1K
KAS
1260
Kemnay Advisory Services
New York
$14.8K +$1.46K +13 +11%
RL
1261
Rogco LP
Oklahoma
$14.6K
CPBTD
1262
Central Pacific Bank - Trust Division
Hawaii
$14.2K +$13.8K +123 New
EI
1263
EFG International
$14.2K +$13.8K +123 New
CFS
1264
CGC Financial Services
Oregon
$13.9K
RDFA
1265
Ritter Daniher Financial Advisory
Ohio
$13.8K
AT
1266
Arlington Trust
Alabama
$13.5K +$13.1K +117 New
KB
1267
Kimelman & Baird
New York
$13.4K
GSWM
1268
Golden State Wealth Management
California
$13.3K
TGY2IT
1269
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$13.2K +$12.8K +114 New
DFA
1270
DHJJ Financial Advisors
Illinois
$13K
WAG
1271
Wiser Advisor Group
Arizona
$12.8K
SWP
1272
Strategic Wealth Partners
Ohio
$12.6K
JWA
1273
JFS Wealth Advisors
Pennsylvania
$12.3K -$6.63K -59 -36%
KFI
1274
Key Financial Inc
Pennsylvania
$12.3K
FRA
1275
Front Row Advisors
California
$11.8K

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.