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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
BlackRock
1
BlackRock
New York
$3.89B +$31M +271,339 +0.8%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$2.48B +$12.3M +107,947 +0.5%
State Street
3
State Street
Massachusetts
$2.46B -$17M -148,775 -0.7%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$1.97B +$12.1M +106,327 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.08B +$15.3M +133,722 +1%
Bank of America
6
Bank of America
North Carolina
$1B +$72.5M +635,698 +8%
Wells Fargo
7
Wells Fargo
California
$1B +$1.44M +12,641 +0.1%
Deutsche Bank
8
Deutsche Bank
Germany
$707M +$13.9M +122,034 +2%
Ameriprise
9
Ameriprise
Minnesota
$681M +$17.7M +155,051 +3%
Charles Schwab
10
Charles Schwab
California
$630M -$6.35M -55,674 -1%
JP Morgan Chase
11
JP Morgan Chase
New York
$611M -$41.7M -365,315 -7%
Franklin Resources
12
Franklin Resources
California
$545M +$27M +236,929 +5%
Invesco
13
Invesco
Georgia
$539M -$241K -2,109 -0%
Morgan Stanley
14
Morgan Stanley
New York
$501M -$51.5M -451,083 -10%
Federated Hermes
15
Federated Hermes
Pennsylvania
$482M +$80M +701,581 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$436M +$12.7M +111,057 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$417M -$143M -1,249,928 -26%
Northern Trust
18
Northern Trust
Illinois
$408M +$12.2M +107,321 +3%
Barclays
19
Barclays
United Kingdom
$376M +$202M +1,766,992 +122%
Nuveen
20
Nuveen
North Carolina
$336M -$81.7M -715,998 -20%
Raymond James Financial
21
Raymond James Financial
Florida
$302M +$12.1M +105,779 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$299M -$7.55M -66,137 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$296M -$3.65M -31,993 -1%
ClearBridge Investments
24
ClearBridge Investments
New York
$249M -$4.29M -37,563 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$229M -$6.3M -55,208 -3%

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.