Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wec Energy Group Inc (WEC)

1K + Investors. Track Smart Money conviction in WEC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — WEC

Based on 1375 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,375 hedge funds hold WEC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+129 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

710 buying535 selling
Last quarter: 710 funds bought or added vs 535 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 119 → 140 → 178 → 159. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
865 out of 1,375 hedge funds have held WEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

165 → 119 → 140 → 178 → 159 new funds/Q
New funds entering each quarter: 119 → 140 → 178 → 159. A growing number of institutions are discovering WEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 1,393 holders: 935 (67%) are 2+ year veterans, 167 entered 1–2 years ago, and 291 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
65 of 1368 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WEC

In 2026 Q1, 710 hedge funds were net buyers of WEC (159 opened a new position, 551 added to an existing one), while 535 reduced or exited (424 trimmed, 111 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in WEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 1375.

Hedge Fund Ownership: WEC

How many hedge funds hold WEC — quarterly history vs. share price
Quarterly hedge fund ownership of WEC vs. share price

Market Analysis: WEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wec Energy Group Inc (WEC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WEC has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
WEC
-1.0%
XLU
-1.9%

WEC outperformed XLU by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
WEC
+5.0%
XLU
+2.6%

Since the filing became public, WEC outperformed XLU by +2.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

68 top-rated funds 7 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: WEC
1K + Investors

Track Smart Money conviction in WEC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1362 1327 2.64%
13F Shares 272M 272M 0.27%
Total Value $30.82B $28.60B 7.74%
New Positions 152 178 -26
Increased Positions 542 500 +42
Closed Positions 117 135 -18
Reduced Positions 416 419 -3
Total Calls 12 13 -7.69%
Total Puts 11 11 -
PUT/CALL Ratio 0.92 0.85 Neutral

Statistics: WEC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WEC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Talaria Asset Management Pty Ltd 6.81% 291,300 $33.7M
2 Decade Renewable Partners LP 4.44% 53,680 $5.6M
3 Longboard Asset Management, LP 4.35% 2,177 $252K
4 Thomas Story & Son LLC 4.07% 91,630 $10.6M
5 Campbell Newman Asset Management Inc 3.53% 375,749 $43.5M
6 Morgan Dempsey Capital Management LLC 3.31% 62,800 $7.3M
7 HFR Wealth Management, LLC 2.89% 101,596 $11.8M
8 South Street Advisors LLC 2.82% 168,111 $19.5M
9 Bantamac Capital, LLC 2.68% 43,000 $5.0M
10 Cincinnati Specialty Underwriters Insurance CO 2.67% 95,000 $11.0M
11 Global Trust Wealth Management LLC 2.57% 29,428 $3.4M
12 Brentview Investment Management LLC 2.46% 49,114 $5.7M
13 Cbre Investment Management Listed Real Assets LLC 2.36% 1,376,051 $159.3M
14 Zimmer Partners, LP 2.33% 833,814 $96.5M
15 Mairs & Power Inc 2.26% 1,910,685 $221.2M
16 Confluence Investment Management LLC 2.22% 1,237,016 $143.2M
17 Franklin, Parlapiano, Turner & Welch, LLC 2.22% 80,577 $9.3M
18 Crawford Investment Counsel Inc 2.16% 1,091,886 $126.4M
19 Dearborn Partners LLC 1.97% 314,438 $36.4M
20 Magellan Asset Management Ltd 1.89% 1,261,329 $146.0M
21 Cincinnati Casualty Co 1.87% 31,000 $3.6M
22 Cincinnati Insurance Co 1.71% 978,300 $113.3M
23 Donaldson Capital Management, LLC 1.66% 442,053 $51.2M
24 NS Partners Ltd 1.66% 319,515 $37.0M
25 apricus wealth, LLC 1.58% 28,015 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wec Energy Group Inc (WEC)

What does the Smart Money Trend signal show for WEC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WEC?

Slight buying edge — 57% buying: Last quarter: 710 funds bought or added vs 535 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WEC holders?

Elite ownership — 47% AUM from top-100 funds: 65 of 1368 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in WEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WEC?

63% of holders stayed for 2+ years: 865 out of 1,375 hedge funds have held WEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wec Energy Group Inc (WEC) following the 2026 Q1 hedge fund 13F filings?

As of today, WEC has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), WEC has gained -1.0% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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