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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
DAS
1401
Diversify Advisory Services
Utah
-$562K -5,176 Closed
SMA
1402
Sage Mountain Advisors
Georgia
-$461K -4,369 Closed
PSC
1403
Portman Square Capital
United Kingdom
-$455K -4,054 Closed
CIM
1404
Contravisory Investment Management
Massachusetts
-$426K -4,040 Closed
CG
1405
Cynosure Group
Utah
-$411K -3,898 Closed
BWM
1406
Braeburn Wealth Management
Michigan
-$408K -3,871 Closed
AWA
1407
Arete Wealth Advisors
Illinois
-$394K -3,732 Closed
FPAS
1408
Focus Partners Advisor Solutions
Missouri
-$352K -3,339 Closed
SW
1409
SkyOak Wealth
Michigan
-$342K -3,244 Closed
CBUSF
1410
Construction & Building Unions Superannuation Fund
Australia
-$337K -3,200 Closed
MFS
1411
Mirabella Financial Services
United Kingdom
-$336K -3,184 Closed
EGM
1412
Engineers Gate Manager
New York
-$330K -3,131 Closed
CC
1413
Courier Capital
New York
-$306K -2,898 Closed
ESBC
1414
E.S. Barr & Co
Kentucky
-$305K -2,894 Closed
SG
1415
StoneX Group
New York
-$298K -2,830 Closed
BFIM
1416
Beese Fulmer Investment Management
Ohio
-$297K -2,814 Closed
M1FG
1417
Mach-1 Financial Group
Arkansas
-$290K -2,746 Closed
MM
1418
MQS Management
New York
-$282K -2,676 Closed
JWM
1419
JGP Wealth Management
Oregon
-$265K -2,509 Closed
TAM
1420
Titleist Asset Management
Texas
-$263K -2,497 Closed
HCM
1421
Howard Capital Management
Georgia
-$263K -2,490 Closed
CST
1422
Charles Schwab Trust
Nevada
-$254K -2,407 Closed
TNBTD
1423
Trustmark National Bank Trust Department
Mississippi
-$251K -2,381 Closed
OF
1424
Optimize Financial
California
-$250K -2,374 Closed
G
1425
GuidedMoney
Wisconsin
-$246K -2,332 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.