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WEC Energy

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: 913 (+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: 1,3471,371 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1351
WestEnd Advisors
North Carolina
$1.5K
PF
1352
PlanVest Financial
Maryland
$1.5K +$1.46K +13 New
FMP
1353
Financial Management Professionals
Texas
$1.41K -$11.7K -104 -90%
IRC
1354
Investors Research Corp
Georgia
$1.27K +$1.24K +11 New
ANBT
1355
American National Bank & Trust
Texas
$1.27K -$2.13K -19 -63%
PWA
1356
Portus Wealth Advisors
North Carolina
$1.16K +$1.12K +10 New
IWM
1357
IMG Wealth Management
Florida
$1.04K -$3.03K -27 -75%
ACA
1358
American Capital Advisory
Idaho
$1.04K
1CP
1359
1015 Capital Partners
Pennsylvania
$1.04K +$225 +2 +29%
CVM
1360
Cheviot Value Management
California
$926
HIA
1361
HFM Investment Advisors
New Jersey
$810
QWM
1362
Quaker Wealth Management
New Jersey
$695 +$225 +2 +50%
NL
1363
NVWM LLC
Pennsylvania
$579
MAM
1364
Marquette Asset Management
Minnesota
$579 +$562 +5 New
DCM
1365
Davis Capital Management
Florida
$463
TWM
1366
TopTier Wealth Management
Wisconsin
$463 +$449 +4 New
IAS
1367
IMA Advisory Services
Colorado
$347
CW
1368
Curio Wealth
Maryland
$347 +$337 +3 New
SRCM
1369
Signature Resources Capital Management
California
$232
NWS
1370
Nvest Wealth Strategies
Ohio
$232 +$225 +2 New
MAM
1371
Meeder Asset Management
Ohio
$116 -$14K -125 -99%
3FI
1372
3 Factor Indexing
California
$116 +$112 +1 New
GWSA
1373
Global Wealth Strategies & Associates
Colorado
$36
Allianz Asset Management
1374
Allianz Asset Management
Germany
-$17.1M -162,419 Closed
TI
1375
Trexquant Investment
Connecticut
-$13.7M -129,983 Closed

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.