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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
CWP
1326
Clark Wealth Partners
Illinois
$4.4K +$1.91K +17 +81%
ACA
1327
Atlas Capital Advisors
Wyoming
$4.4K +$3.48K +31 +443%
HB
1328
Horizon Bancorp
Indiana
$4K -$1.91K -17 -33%
PWMG
1329
Private Wealth Management Group
New Jersey
$3.94K
PWAM
1330
Private Wealth Asset Management
Iowa
$3.94K
HNW
1331
High Note Wealth
Minnesota
$3.94K +$899 +8 +31%
TM
1332
Torren Management
California
$3.65K -$23.6K -210 -87%
FF
1333
Friedenthal Financial
New Jersey
$3.59K
VERPA
1334
Virginia Estate & Retirement Planning Advisors
Virginia
$3.36K +$3.26K +29 New
ME
1335
McIlrath & Eck
Washington
$3.13K
CMP
1336
Coston McIsaac & Partners
Maine
$3K
PCM
1337
Penserra Capital Management
California
$3K
WCM
1338
Winthrop Capital Management
Indiana
$3K
OPTFSNA
1339
Old Point Trust & Financial Services N A
Virginia
$2.89K
AP
1340
Aspect Partners
Virginia
$2.55K
AG
1341
AmeriFlex Group
Nevada
$2.43K -$6.18K -55 -72%
ICCON
1342
Investment Counsel Company of Nevada
Nevada
$2.43K +$2.36K +21 New
DI
1343
DAGCO Inc
Ohio
$2.31K
MS
1344
Monetary Solutions
Ohio
$2.31K
EWM
1345
Evolution Wealth Management
Florida
$2.2K
SC
1346
SouthState Corp
Florida
$2.08K
VWM
1347
Vermillion Wealth Management
Minnesota
$2.08K +$2.02K +18 New
OAJ
1348
Ogorek Anthony Joseph
New York
$2K
CFG
1349
Clayton Financial Group
Missouri
$1.97K
RWM
1350
Rialto Wealth Management
New York
$1.97K +$1.35K +12 +240%

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.