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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
MW
1426
Marble Wealth
Alabama
-$228K -2,160 Closed
Empower Advisory Group
1427
Empower Advisory Group
Colorado
-$219K -2,079 Closed
GLA
1428
Great Lakes Advisors
Illinois
-$217K -2,058 Closed
VT
1429
Volterra Technologies
New York
-$190K -1,805 Closed
HP
1430
Havemeyer Place
Connecticut
-$172K -1,628 Closed
IFS
1431
Intelligent Financial Strategies
Minnesota
-$112K -1,059 Closed
TH
1432
TCTC Holdings
Texas
-$107K -1,018 Closed
SIM
1433
Sentry Investment Management
Wisconsin
-$87K -824 Closed
DT
1434
DV Trading
Illinois
-$85.1K -807 Closed
CWP
1435
Concord Wealth Partners
Virginia
-$79.3K -752 Closed
BC
1436
Bayforest Capital
United Kingdom
-$66.5K -631 Closed
EW
1437
Elyxium Wealth
California
-$52.3K -496 Closed
VWWMG
1438
Vermillion & White Wealth Management Group
Pennsylvania
-$32.9K -312 Closed
WWA
1439
Wealth Watch Advisors
Colorado
-$19K -180 Closed
EPG
1440
Estate Planners Group
Pennsylvania
-$14K -133 Closed
VR
1441
Vision Retirement
New Jersey
-$12.2K -116 Closed
WFA
1442
West Financial Advisors
Iowa
-$7.7K -73 Closed
CIAS
1443
CBIZ Investment Advisory Services
Ohio
-$7.38K -70 Closed
HHMI
1444
Howard Hughes Medical Institute
Maryland
-$7.38K -70 Closed
AWA
1445
Acumen Wealth Advisors
Tennessee
-$7.28K -69 Closed
CP
1446
Camelot Portfolios
Ohio
-$6.22K -59 Closed
GAFA
1447
Garton & Associates Financial Advisors
Kentucky
-$4.34K -41 Closed
GEA
1448
Glen Eagle Advisors
New Jersey
-$4.22K -40 Closed
UFPG
1449
United Financial Planning Group
New York
-$4.01K -38 Closed
BW
1450
Bravera Wealth
North Dakota
-$3.48K -33 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.