WEC Energy
WEC
1,075 hedge funds and large institutions have $19.3B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 422 increasing their positions, 331 reducing their positions, and 67 closing their positions.
76% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 67
27% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 331
3% more funds holding
Funds holding: 1,039 → 1,075 (+36)
0.22% less ownership
Funds ownership: 77.97% → 77.75% (-0.22%)
5% less capital invested
Capital invested by funds: $20.2B → $19.3B (-$949M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
68% less call options, than puts
Call options by funds: $25.4M | Put options by funds: $79.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
+$129M |
| 2 |
ZP
Zimmer Partners
New York
|
+$97.3M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$69.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$69.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$65.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$238M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$176M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$114M |
| 4 |
Millennium Management
New York
|
-$78.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$63.1M |
WEC Hedge Fund Activity: Q2 2024 in Review
1,075 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2024, worth a combined $19.3B — down 4.7% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new WEC positions and 67 closed out — a net gain of 51 holders — while 422 added to existing stakes and 331 trimmed.
The largest buyer was Soroban Capital Partners, adding an estimated $129M. The largest seller was Invesco, cutting an estimated $238M.
- 1,075 institutional investors held WEC Energy (WEC) as of Q2 2024, up from 1,039 in Q1 2024.
- Funds reported $19.3B of WEC Energy stock for Q2 2024, down 4.7% quarter-over-quarter.
- 118 funds opened new WEC Energy positions in Q2 2024 and 67 closed out, a net change of +51 holders.
- The largest WEC Energy buyer in Q2 2024 was Soroban Capital Partners, an estimated $129M added.
- The largest WEC Energy seller in Q2 2024 was Invesco, an estimated $238M sold.
Based on aggregated 13F filings for Q2 2024.