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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
FG
1301
Fairman Group
Pennsylvania
$6.37K
FFL
1302
Financial Freedom LLC
Ohio
$6.34K +$6.18K +55 New
TCM
1303
TD Capital Management
Tennessee
$6.25K
SSG
1304
Summit Securities Group
New York
$6.14K -$48.4K -431 -89%
EP
1305
Essential Partners
California
$6.02K -$13.9K -124 -70%
DWM
1306
Dogwood Wealth Management
Kansas
$6.02K +$112 +1 +2%
NRG
1307
Nemes Rush Group
Michigan
$5.9K +$5.39K +48 +1,600%
EWP
1308
Elevation Wealth Partners
California
$5.44K +$2.25K +20 +74%
HWP
1309
Highline Wealth Partners
California
$5.33K +$1.69K +15 +48%
WA
1310
Whipplewood Advisors
Colorado
$5.33K +$4.27K +38 +475%
JSAM
1311
J. Safra Asset Management
New York
$5.21K
MWM
1312
Mosley Wealth Management
California
$5.04K +$4.94K +44 New
AW
1313
Avion Wealth
Texas
$5K -$112 -1 -2%
OCM
1314
Osbon Capital Management
Massachusetts
$4.83K -$3.15K -28 -40%
BFS
1315
Bare Financial Services
Pennsylvania
$4.75K
BHWM
1316
Bay Harbor Wealth Management
Maryland
$4.63K +$1.57K +14 +54%
RWS
1317
Retirement Wealth Solutions
Wisconsin
$4.61K
CWP
1318
Clark Wealth Partners
Illinois
$4.4K +$1.91K +17 +81%
ACA
1319
Atlas Capital Advisors
Wyoming
$4.4K +$3.48K +31 +443%
HB
1320
Horizon Bancorp
Indiana
$4K -$1.91K -17 -33%
PWMG
1321
Private Wealth Management Group
New Jersey
$3.94K
PWAM
1322
Private Wealth Asset Management
Iowa
$3.94K
HNW
1323
High Note Wealth
Minnesota
$3.94K +$899 +8 +31%
TM
1324
Torren Management
California
$3.65K -$23.6K -210 -87%
FF
1325
Friedenthal Financial
New Jersey
$3.59K

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.