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WEC Energy

1,400 hedge funds and large institutions have $32.7B invested in WEC Energy in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 576 increasing their positions, 415 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $8.82M

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

39% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 415

2% more funds holding

Funds holding: 1,3791,400 (+21)

1% more capital invested

Capital invested by funds: $32.2B → $32.7B (+$455M)

0.41% more ownership

Funds ownership: 85.55%85.96% (+0.41%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,400
Holders Change
+21
Holders Change %
+1.52%
% of All Funds
16.91%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
120
Increased
576
Reduced
415
Closed
80
Calls
$40.5M
Puts
$8.82M
Net Calls
+$31.6M
Net Calls Change
-$9.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1301
LifeSteps Financial
California
$9.57K +$9.36K +82 New
MI
1302
Markowski Investments
Florida
$9.57K +$9.36K +82 New
CFM
1303
Cornerstone Financial Management
Massachusetts
$9.46K +$2.05K +18 +29%
HWP
1304
Highline Wealth Partners
California
$9.22K +$3.77K +33 +72%
BFS
1305
Bare Financial Services
Pennsylvania
$9.22K +$4.34K +38 +93%
HPBT
1306
Hickory Point Bank & Trust
Illinois
$8.99K
ACM
1307
Accent Capital Management
Ohio
$8.99K +$1.6K +14 +22%
SSG
1308
Summit Securities Group
New York
$8.88K +$2.62K +23 +43%
AFC
1309
Ares Financial Consulting
California
$8.41K
SFS
1310
Sunrise Financial Services
Washington
$8.41K
SGFG
1311
Silver Grove Financial Group
New York
$7.97K +$7.76K +68 New
NFSG
1312
Newbridge Financial Services Group
Florida
$7.81K +$114 +1 +2%
DAM
1313
Delta Asset Management
Tennessee
$7.71K +$7.53K +66 New
DWM
1314
Darwin Wealth Management
Florida
$7.6K +$114 +1 +2%
MP
1315
McDonald Partners
Ohio
$7.59K +$7.42K +65 New
RFA
1316
Reyes Financial Architecture
California
$7.12K
RWM
1317
Rialto Wealth Management
New York
$7.01K +$4.91K +43 +253%
DWM
1318
Dogwood Wealth Management
Kansas
$7.01K +$913 +8 +15%
1IA
1319
1620 Investment Advisors
Massachusetts
$6.89K
GIA
1320
GHP Investment Advisors
Colorado
$6.42K
FG
1321
Fairman Group
Pennsylvania
$6.42K
TCM
1322
TD Capital Management
Tennessee
$6.31K
CCWM
1323
Cassaday & Co Wealth Management
Virginia
$5.96K -$1.48K -13 -20%
NRG
1324
Nemes Rush Group
Michigan
$5.96K
ACA
1325
Atlas Capital Advisors
Wyoming
$5.96K +$1.48K +13 +34%

WEC Hedge Fund Activity: Q2 2026 in Review

1,400 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2026, worth a combined $32.7B — up 1.4% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WEC positions and 80 closed out — a net gain of 40 holders — while 576 added to existing stakes and 415 trimmed.

The largest buyer was Barclays, adding an estimated $202M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 1,400 institutional investors held WEC Energy (WEC) as of Q2 2026, up from 1,379 in Q1 2026.
  • Funds reported $32.7B of WEC Energy stock for Q2 2026, up 1.4% quarter-over-quarter.
  • 120 funds opened new WEC Energy positions in Q2 2026 and 80 closed out, a net change of +40 holders.
  • The largest WEC Energy buyer in Q2 2026 was Barclays, an estimated $202M added.
  • The largest WEC Energy seller in Q2 2026 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2026.