WEC icon

WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
226
Yousif Capital Management
Michigan
$4.17M 50,808 -1,505 -3%
JF
227
Jump Financial
Illinois
$4.14M 50,412 -34,688 -41%
Cerity Partners
228
Cerity Partners
New York
$4.14M 50,372 +19,621 +64%
OIM
229
Opus Investment Management
Massachusetts
$4.11M 50,000 – –
AAIM
230
American Assets Investment Management
California
$4.11M 50,000 – –
GLA
231
Great Lakes Advisors
Illinois
$4.08M 49,724 +2,625 +6%
NA
232
NewEdge Advisors
Louisiana
$3.97M 48,298 +3,402 +8%
ASN
233
Advisory Services Network
Georgia
$3.9M 47,431 +9,870 +26%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$3.82M 46,557 -21,615 -32%
AI
235
Atria Investments
North Carolina
$3.82M 46,516 -530 -1%
KWM
236
Kingsview Wealth Management
Oregon
$3.79M 46,210 -479 -1%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$3.78M 46,025 -61,303 -57%
BRCM
238
Bright Rock Capital Management
Massachusetts
$3.78M 46,000 +46,000 New
William Blair & Company
239
William Blair & Company
Illinois
$3.72M 45,339 +347 +0.8%
AM
240
AGF Management
Ontario, Canada
$3.71M 45,199 -4,294 -9%
OPS
241
Orion Portfolio Solutions
Nebraska
$3.67M 44,749 +13,504 +43%
BCI
242
Brinker Capital Investments
Pennsylvania
$3.67M 44,749 +13,504 +43%
PIA
243
Petredis Investment Advisors
Pennsylvania
$3.67M 44,728 +1,414 +3%
SCI
244
S&CO Inc
Massachusetts
$3.63M 44,237 – –
SIP
245
Stoneridge Investment Partners
Pennsylvania
$3.59M 43,661 -8,189 -16%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$3.59M 43,661 -2,225 -5%
ET
247
Entropy Technologies
New York
$3.55M 43,248 +43,248 New
BAM
248
Bosun Asset Management
Illinois
$3.53M 43,046 – –
NYLIM
249
New York Life Investment Management
New York
$3.53M 43,040 -1,649 -4%
X
250
Xponance
Pennsylvania
$3.52M 42,891 +2,640 +7%
8 9
10
11 12