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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
RFP
1451
Root Financial Partners
California
-$102K -882 Closed
BCFD
1452
Boit C.F. David
-$100K -867 Closed
Loomis, Sayles & Company
1453
Loomis, Sayles & Company
Massachusetts
-$89.4K -772 Closed
WSFG
1454
Wall Street Financial Group
Illinois
-$87.4K -755 Closed
BOJHT
1455
Bank of Jackson Hole Trust
Wyoming
-$84.9K -733 Closed
TLFA
1456
True Link Financial Advisors
California
-$53.8K -465 Closed
VC
1457
Vestor Capital
Illinois
-$52K -451 Closed
MWC
1458
MBM Wealth Consultants
Missouri
-$48.7K -420 Closed
UCB
1459
United Community Bank
South Carolina
-$39.4K -340 Closed
AGWCA
1460
Annis Gardner Whiting Capital Advisors
Florida
-$39.1K -338 Closed
OWA
1461
Opal Wealth Advisors
New York
-$38.4K -332 Closed
DWP
1462
Destiny Wealth Partners
Florida
-$34.2K -295 Closed
VWA
1463
VSM Wealth Advisory
Maryland
-$28.9K -250 Closed
SA
1464
Scarborough Advisors
Maryland
-$26.4K -228 Closed
BDPWM
1465
Barnes Dennig Private Wealth Management
Ohio
-$21.3K -184 Closed
TPWA
1466
Twin Peaks Wealth Advisors
California
-$20.5K -177 Closed
EC
1467
Elequin Capital
New York
-$19.3K -167 Closed
MWM
1468
Magnolia Wealth Management
Alabama
-$16.2K -140 Closed
TGY2IT
1469
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$13.2K -114 Closed
NSG
1470
Nalls Sherbakoff Group
Tennessee
-$7.47K -65 Closed
FFL
1471
Financial Freedom LLC
Ohio
-$6.34K -55 Closed
ICCON
1472
Investment Counsel Company of Nevada
Nevada
-$2.43K -21 Closed
DI
1473
DAGCO Inc
Ohio
-$2.31K -20 Closed
VWM
1474
Vermillion Wealth Management
Minnesota
-$2.08K -18 Closed
CFG
1475
Clayton Financial Group
Missouri
-$1.97K -17 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.