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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
ANBT
1376
American National Bank & Trust
Texas
$1.28K
1CP
1377
1015 Capital Partners
Pennsylvania
$1.05K
IWM
1378
IMG Wealth Management
Florida
$1.05K
RS
1379
Rakuten Securities
Japan
$1.05K +$1.03K +9 New
WA
1380
Whipplewood Advisors
Colorado
$934 -$4.34K -38 -83%
CVM
1381
Cheviot Value Management
California
$934
DCM
1382
Davis Capital Management
Florida
$934 +$456 +4 +100%
QWM
1383
Quaker Wealth Management
New Jersey
$701
NWS
1384
Nvest Wealth Strategies
Ohio
$701 +$456 +4 +200%
KA
1385
Kozak & Associates
Colorado
$586 +$570 +5 New
NL
1386
NVWM LLC
Pennsylvania
$584
Kayne Anderson Rudnick Investment Management
1387
Kayne Anderson Rudnick Investment Management
California
$467 -$1.37K -12 -75%
DF
1388
Downshift Financial
Colorado
$467 +$456 +4 New
MBFW
1389
Morton Brown Family Wealth
Pennsylvania
$467 +$456 +4 New
SFG
1390
Strive Financial Group
Indiana
$467 +$456 +4 New
IAS
1391
IMA Advisory Services
Colorado
$350
DF
1392
DecisionPoint Financial
Arizona
$349 +$342 +3 New
SRCM
1393
Signature Resources Capital Management
California
$234
MWM
1394
Mascoma Wealth Management
New Hampshire
$234 +$228 +2 New
BCV
1395
Banque Cantonale Vaudoise
Switzerland
$193 +$90K +789 +91%
HHGA
1396
Halbert Hargrove Global Advisors
California
$173 +$114 +1 New
3FI
1397
3 Factor Indexing
California
$117
MAM
1398
Meeder Asset Management
Ohio
$117
TCA
1399
Trifecta Capital Advisors
Illinois
$117 +$114 +1 New
ZP
1400
Zimmer Partners
New York
-$96.5M -833,814 Closed

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.