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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
STB
1276
S&T Bank
Pennsylvania
$11.8K +$4.61K +41 +67%
RG
1277
RHL Group
Michigan
$11.7K +$11.3K +101 New
AIS
1278
Advocate Investing Services
Maryland
$11.6K
CAM
1279
Costello Asset Management
Pennsylvania
$11.6K
HWM
1280
HighMark Wealth Management
Minnesota
$11.6K
GAAM
1281
Guinness Atkinson Asset Management
California
$11.3K
BH
1282
Burk Holdings
Oklahoma
$11.3K +$11K +98 New
WAG
1283
Wilkerson Advisory Group
Missouri
$11.1K +$5.96K +53 +123%
HBW
1284
Hazlett, Burt & Watson
West Virginia
$11K
MEG
1285
Millstone Evans Group
Colorado
$10.8K -$225 -2 -2%
MG
1286
MilWealth Group
Wisconsin
$10.3K
AWM
1287
Activest Wealth Management
Florida
$10.2K -$10.9K -97 -52%
LFASL
1288
Lugano Financial Advisors SA (LFA)
Switzerland
$9.84K
DF
1289
Dunhill Financial
United Kingdom
$9.72K +$225 +2 +2%
SC
1290
Solstein Capital
California
$9.49K
MMCM
1291
Murphy & Mullick Capital Management
New York
$9.47K
HPBT
1292
Hickory Point Bank & Trust
Illinois
$8.91K +$8.65K +77 New
AFC
1293
Ares Financial Consulting
California
$8.36K
SFS
1294
Sunrise Financial Services
Washington
$8.34K
NFSG
1295
Newbridge Financial Services Group
Florida
$7.67K -$13.4K -119 -64%
NSG
1296
Nalls Sherbakoff Group
Tennessee
$7.47K
DWM
1297
Darwin Wealth Management
Florida
$7.47K
CCWM
1298
Cassaday & Co Wealth Management
Virginia
$7.41K +$7.19K +64 New
ACM
1299
Accent Capital Management
Ohio
$7.29K
CFM
1300
Cornerstone Financial Management
Massachusetts
$7.29K +$899 +8 +15%

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.