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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
BHWM
1326
Bay Harbor Wealth Management
Maryland
$5.84K +$1.14K +10 +25%
EWP
1327
Elevation Wealth Partners
California
$5.49K
JSAM
1328
J. Safra Asset Management
New York
$5.25K
KG
1329
Kilter Group
New York
$5.02K -$2.17K -19 -31%
MWM
1330
Mosley Wealth Management
California
$5.02K -$114 -1 -2%
OCM
1331
Osbon Capital Management
Massachusetts
$4.91K
RWM
1332
Raffa Wealth Management
District of Columbia
$4.9K
RWS
1333
Retirement Wealth Solutions
Wisconsin
$4.46K -$228 -2 -5%
CWP
1334
Clark Wealth Partners
Illinois
$4.44K
GTAM
1335
Global Trust Asset Management
Florida
$4.32K +$4.22K +37 New
HB
1336
Horizon Bancorp
Indiana
$4K
PWMG
1337
Private Wealth Management Group
New Jersey
$3.97K
MAM
1338
Marquette Asset Management
Minnesota
$3.97K +$3.31K +29 +580%
PWAM
1339
Private Wealth Asset Management
Iowa
$3.97K
TM
1340
Torren Management
California
$3.71K
HNW
1341
High Note Wealth
Minnesota
$3.62K -$342 -3 -9%
EWM
1342
Evolution Wealth Management
Florida
$3.62K +$1.37K +12 +63%
BIA
1343
Bell Investment Advisors
California
$3.5K +$1.94K +17 +131%
VERPA
1344
Virginia Estate & Retirement Planning Advisors
Virginia
$3.39K
CMP
1345
Coston McIsaac & Partners
Maine
$3K
PCM
1346
Penserra Capital Management
California
$3K
WCM
1347
Winthrop Capital Management
Indiana
$3K
MAFA
1348
MJT & Associates Financial Advisory
Minnesota
$2.92K +$2.85K +25 New
OPTFSNA
1349
Old Point Trust & Financial Services N A
Virginia
$2.92K
AG
1350
AmeriFlex Group
Nevada
$2.8K +$342 +3 +14%

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.