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WEC Energy
WEC

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: 9 → 13 (+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: 1,347 → 1,371 (+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

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$137M
2
JP Morgan Chase
JP Morgan Chase
New York
+$130M
3
Franklin Resources
Franklin Resources
California
+$121M
4
Ameriprise
Ameriprise
Minnesota
+$111M
5
Citigroup
Citigroup
New York
+$96.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$473M
2
ClearBridge Investments
ClearBridge Investments
New York
-$120M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$45.2M
4
Northern Trust
Northern Trust
Illinois
-$29M
5
Victory Capital Management
Victory Capital Management
Texas
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VERPA
1326
Virginia Estate & Retirement Planning Advisors
Virginia
$3.36K +$3.26K +29 New
ME
1327
McIlrath & Eck
Washington
$3.13K – – –
CMP
1328
Coston McIsaac & Partners
Maine
$3K – – –
PCM
1329
Penserra Capital Management
California
$3K – – –
WCM
1330
Winthrop Capital Management
Indiana
$3K – – –
OPTFSNA
1331
Old Point Trust & Financial Services N A
Virginia
$2.89K – – –
AP
1332
Aspect Partners
Virginia
$2.55K – – –
AG
1333
AmeriFlex Group
Nevada
$2.43K -$6.18K -55 -72%
ICCON
1334
Investment Counsel Company of Nevada
Nevada
$2.43K +$2.36K +21 New
DI
1335
DAGCO Inc
Ohio
$2.31K – – –
MS
1336
Monetary Solutions
Ohio
$2.31K – – –
EWM
1337
Evolution Wealth Management
Florida
$2.2K – – –
SC
1338
SouthState Corp
Florida
$2.08K – – –
VWM
1339
Vermillion Wealth Management
Minnesota
$2.08K +$2.02K +18 New
OAJ
1340
Ogorek Anthony Joseph
New York
$2K – – –
CFG
1341
Clayton Financial Group
Missouri
$1.97K – – –
RWM
1342
Rialto Wealth Management
New York
$1.97K +$1.35K +12 +240%
KCM
1343
Key Capital Management
Tennessee
$1.85K -$449 -4 -20%
Kayne Anderson Rudnick Investment Management
1344
Kayne Anderson Rudnick Investment Management
California
$1.85K – – –
ECM
1345
Estabrook Capital Management
New York
$1.74K +$1.69K +15 New
PWM
1346
Proathlete Wealth Management
Florida
$1.74K – – –
SG
1347
Sankala Group
Colorado
$1.61K – – –
BIA
1348
Bell Investment Advisors
California
$1.51K – – –
IW
1349
Imprint Wealth
South Carolina
$1.5K -$1.24K -11 -46%
HHCP
1350
Hilton Head Capital Partners
South Carolina
$1.5K – – –
52 53
54
55 56

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.