We are live on ! Find out more
WEC icon

WEC Energy

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: 913 (+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: 1,3481,379 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MM
1426
MQS Management
New York
-$282K -2,676 Closed
JWM
1427
JGP Wealth Management
Oregon
-$265K -2,509 Closed
TAM
1428
Titleist Asset Management
Texas
-$263K -2,497 Closed
HCM
1429
Howard Capital Management
Georgia
-$263K -2,490 Closed
CST
1430
Charles Schwab Trust
Nevada
-$254K -2,407 Closed
TNBTD
1431
Trustmark National Bank Trust Department
Mississippi
-$251K -2,381 Closed
OF
1432
Optimize Financial
California
-$250K -2,374 Closed
G
1433
GuidedMoney
Wisconsin
-$246K -2,332 Closed
MW
1434
Marble Wealth
Alabama
-$228K -2,160 Closed
Empower Advisory Group
1435
Empower Advisory Group
Colorado
-$219K -2,079 Closed
GLA
1436
Great Lakes Advisors
Illinois
-$217K -2,058 Closed
VT
1437
Volterra Technologies
New York
-$190K -1,805 Closed
HP
1438
Havemeyer Place
Connecticut
-$172K -1,628 Closed
IFS
1439
Intelligent Financial Strategies
Minnesota
-$112K -1,059 Closed
TH
1440
TCTC Holdings
Texas
-$107K -1,018 Closed
SIM
1441
Sentry Investment Management
Wisconsin
-$87K -824 Closed
DT
1442
DV Trading
Illinois
-$85.1K -807 Closed
CWP
1443
Concord Wealth Partners
Virginia
-$79.3K -752 Closed
BC
1444
Bayforest Capital
United Kingdom
-$66.5K -631 Closed
EW
1445
Elyxium Wealth
California
-$52.3K -496 Closed
VWWMG
1446
Vermillion & White Wealth Management Group
Pennsylvania
-$32.9K -312 Closed
WWA
1447
Wealth Watch Advisors
Colorado
-$19K -180 Closed
EPG
1448
Estate Planners Group
Pennsylvania
-$14K -133 Closed
VR
1449
Vision Retirement
New Jersey
-$12.2K -116 Closed
WFA
1450
West Financial Advisors
Iowa
-$7.7K -73 Closed

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.