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WEC Energy
WEC

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: 9 → 13 (+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: 1,348 → 1,379 (+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

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
KCM
1351
Key Capital Management
Tennessee
$1.85K -$449 -4 -20%
Kayne Anderson Rudnick Investment Management
1352
Kayne Anderson Rudnick Investment Management
California
$1.85K – – –
ECM
1353
Estabrook Capital Management
New York
$1.74K +$1.69K +15 New
PWM
1354
Proathlete Wealth Management
Florida
$1.74K – – –
SG
1355
Sankala Group
Colorado
$1.61K – – –
BIA
1356
Bell Investment Advisors
California
$1.51K – – –
IW
1357
Imprint Wealth
South Carolina
$1.5K -$1.24K -11 -46%
HHCP
1358
Hilton Head Capital Partners
South Carolina
$1.5K – – –
WA
1359
WestEnd Advisors
North Carolina
$1.5K – – –
PF
1360
PlanVest Financial
Maryland
$1.5K +$1.46K +13 New
FMP
1361
Financial Management Professionals
Texas
$1.41K -$11.7K -104 -90%
IRC
1362
Investors Research Corp
Georgia
$1.27K +$1.24K +11 New
ANBT
1363
American National Bank & Trust
Texas
$1.27K -$2.13K -19 -63%
PWA
1364
Portus Wealth Advisors
North Carolina
$1.16K +$1.12K +10 New
IWM
1365
IMG Wealth Management
Florida
$1.04K -$3.03K -27 -75%
ACA
1366
American Capital Advisory
Idaho
$1.04K – – –
1CP
1367
1015 Capital Partners
Pennsylvania
$1.04K +$225 +2 +29%
CVM
1368
Cheviot Value Management
California
$926 – – –
HIA
1369
HFM Investment Advisors
New Jersey
$810 – – –
QWM
1370
Quaker Wealth Management
New Jersey
$695 +$225 +2 +50%
NL
1371
NVWM LLC
Pennsylvania
$579 – – –
MAM
1372
Marquette Asset Management
Minnesota
$579 +$562 +5 New
DCM
1373
Davis Capital Management
Florida
$463 – – –
TWM
1374
TopTier Wealth Management
Wisconsin
$463 +$449 +4 New
IAS
1375
IMA Advisory Services
Colorado
$347 – – –
53 54
55
56 57

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.