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
BH
1276
Burk Holdings
Oklahoma
$11.3K +$11K +98 New
WAG
1277
Wilkerson Advisory Group
Missouri
$11.1K +$5.96K +53 +123%
HBW
1278
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1279
Millstone Evans Group
Colorado
$10.8K -$225 -2 -2%
MG
1280
MilWealth Group
Wisconsin
$10.3K
AWM
1281
Activest Wealth Management
Florida
$10.2K -$10.9K -97 -52%
LFASL
1282
Lugano Financial Advisors SA (LFA)
Switzerland
$9.84K
DF
1283
Dunhill Financial
United Kingdom
$9.72K +$225 +2 +2%
SC
1284
Solstein Capital
California
$9.49K
MMCM
1285
Murphy & Mullick Capital Management
New York
$9.47K
HPBT
1286
Hickory Point Bank & Trust
Illinois
$8.91K +$8.65K +77 New
AFC
1287
Ares Financial Consulting
California
$8.36K
SFS
1288
Sunrise Financial Services
Washington
$8.34K
NFSG
1289
Newbridge Financial Services Group
Florida
$7.67K -$13.4K -119 -64%
DWM
1290
Darwin Wealth Management
Florida
$7.47K
CCWM
1291
Cassaday & Co Wealth Management
Virginia
$7.41K +$7.19K +64 New
ACM
1292
Accent Capital Management
Ohio
$7.29K
CFM
1293
Cornerstone Financial Management
Massachusetts
$7.29K +$899 +8 +15%
KG
1294
Kilter Group
New York
$7.18K +$4.72K +42 +210%
SS
1295
Sunbelt Securities
Texas
$7.06K -$149K -1,328 -96%
RFA
1296
Reyes Financial Architecture
California
$7.06K
1IA
1297
1620 Investment Advisors
Massachusetts
$6.83K
BWL
1298
Bogart Wealth LLC
Virginia
$6.6K -$674 -6 -10%
AWM
1299
Abound Wealth Management
Tennessee
$6.5K
GIA
1300
GHP Investment Advisors
Colorado
$6.37K -$58.2K -518 -90%

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.