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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 Holding Trade Value Shares
Change 		Shares
Change %
CCC
301
Cincinnati Casualty Company
Ohio
$2.55M – – –
FAB
302
First American Bank
Illinois
$2.54M +$15.3K +186 +0.6%
EF
303
Empowered Funds
Pennsylvania
$2.53M +$1.47M +17,938 +140%
UCMOK
304
United Capital Management of KS
Kansas
$2.53M +$242K +2,952 +11%
SPIA
305
Steward Partners Investment Advisory
New York
$2.48M -$936K -11,400 -27%
TPCW
306
TD Private Client Wealth
New York
$2.47M -$152K -1,855 -6%
LIM
307
Leavell Investment Management
Alabama
$2.43M -$370K -4,510 -13%
GTAM
308
Global Trust Asset Management
Florida
$2.42M – – –
Brown Advisory
309
Brown Advisory
Maryland
$2.41M +$382K +4,656 +19%
BF
310
BOK Financial
Oklahoma
$2.4M +$175K +2,149 +8%
QCM
311
Quantinno Capital Management
New York
$2.37M +$1.12M +13,629 +90%
CA
312
Cetera Advisors
Colorado
$2.36M +$1.02M +12,471 +77%
PIM
313
Penobscot Investment Management
Massachusetts
$2.36M -$325K -3,953 -12%
BPA
314
Beacon Pointe Advisors
California
$2.35M +$479K +5,828 +26%
LF
315
Lantz Financial
Illinois
$2.34M +$1.79M +21,758 +325%
Wellington Management Group
316
Wellington Management Group
Massachusetts
$2.33M -$240K -2,924 -9%
WHRC
317
W.H. Reaves & Co
New Jersey
$2.32M – – –
CA
318
Cornerstone Advisors
North Carolina
$2.32M – – –
AIM
319
Aquila Investment Management
New York
$2.3M +$2.3M +28,000 New
MHC
320
Meyer Handelman Company
New York
$2.28M -$250K -3,050 -10%
Mackenzie Financial
321
Mackenzie Financial
Ontario, Canada
$2.25M +$103K +1,249 +5%
RIL
322
Rothschild Investment LLC
Illinois
$2.24M +$17.7K +216 +0.8%
HI
323
Harbour Investments
Wisconsin
$2.23M -$124K -1,515 -5%
OPERF
324
Oregon Public Employees Retirement Fund
Oregon
$2.22M +$192K +2,332 +9%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$2.2M +$277K +3,368 +14%
11 12
13
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