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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
KG
1301
Kilter Group
New York
$7.18K +$4.72K +42 +210%
SS
1302
Sunbelt Securities
Texas
$7.06K -$149K -1,328 -96%
RFA
1303
Reyes Financial Architecture
California
$7.06K
1IA
1304
1620 Investment Advisors
Massachusetts
$6.83K
BWL
1305
Bogart Wealth LLC
Virginia
$6.6K -$674 -6 -10%
AWM
1306
Abound Wealth Management
Tennessee
$6.5K
GIA
1307
GHP Investment Advisors
Colorado
$6.37K -$58.2K -518 -90%
FG
1308
Fairman Group
Pennsylvania
$6.37K
FFL
1309
Financial Freedom LLC
Ohio
$6.34K +$6.18K +55 New
TCM
1310
TD Capital Management
Tennessee
$6.25K
SSG
1311
Summit Securities Group
New York
$6.14K -$48.4K -431 -89%
EP
1312
Essential Partners
California
$6.02K -$13.9K -124 -70%
DWM
1313
Dogwood Wealth Management
Kansas
$6.02K +$112 +1 +2%
NRG
1314
Nemes Rush Group
Michigan
$5.9K +$5.39K +48 +1,600%
EWP
1315
Elevation Wealth Partners
California
$5.44K +$2.25K +20 +74%
HWP
1316
Highline Wealth Partners
California
$5.33K +$1.69K +15 +48%
WA
1317
Whipplewood Advisors
Colorado
$5.33K +$4.27K +38 +475%
JSAM
1318
J. Safra Asset Management
New York
$5.21K
MWM
1319
Mosley Wealth Management
California
$5.04K +$4.94K +44 New
AW
1320
Avion Wealth
Texas
$5K -$112 -1 -2%
RWM
1321
Raffa Wealth Management
District of Columbia
$4.86K +$225 +2 +5%
OCM
1322
Osbon Capital Management
Massachusetts
$4.83K -$3.15K -28 -40%
BFS
1323
Bare Financial Services
Pennsylvania
$4.75K
BHWM
1324
Bay Harbor Wealth Management
Maryland
$4.63K +$1.57K +14 +54%
RWS
1325
Retirement Wealth Solutions
Wisconsin
$4.61K

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.