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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.

New
Increased
Maintained
Reduced
Closed
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 %
JAG
326
Journey Advisory Group
Kentucky
$2.2M +$8.79K +107 +0.4%
AssetMark Inc
327
AssetMark Inc
California
$2.16M +$4.19K +51 +0.2%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$2.16M -$879K -10,704 -29%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$2.16M +$179K +2,185 +9%
KBC Group
330
KBC Group
Belgium
$2.15M +$97.8K +1,191 +5%
GIBU
331
Gulf International Bank (UK)
United Kingdom
$2.15M – – –
ACM
332
Aquatic Capital Management
Illinois
$2.14M +$90.3K +1,100 +4%
KPWS
333
Kestra Private Wealth Services
Texas
$2.12M -$70.5K -858 -3%
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$2.12M -$108K -1,316 -5%
MFS
335
Mirabella Financial Services
United Kingdom
$2.09M -$6.5M -79,103 -76%
SWM
336
Shakespeare Wealth Management
Wisconsin
$2.08M -$26K -317 -1%
PAG
337
Private Advisor Group
New Jersey
$2.07M +$735K +8,955 +55%
MYAM
338
Meiji Yasuda Asset Management
Japan
$2.06M -$1.91M -23,253 -48%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$514K +6,265 +33%
AAS
340
Ameritas Advisory Services
Nebraska
$2.05M +$521K +6,277 +34%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$2.04M +$22.7K +276 +1%
MPPW
342
Mitchell & Pahl Private Wealth
Oklahoma
$2.03M +$98.9K +1,204 +5%
MFIM
343
Mesirow Financial Investment Management
Illinois
$2.01M +$225K +2,740 +13%
KRS
344
Kentucky Retirement Systems
Kentucky
$1.97M -$105K -1,283 -5%
HAG
345
HighPoint Advisor Group
Illinois
$1.96M -$16.6K -195 -0.8%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$1.96M -$5.59K -68 -0.3%
CGH
347
Crossmark Global Holdings
Texas
$1.95M -$120K -1,460 -6%
SM
348
Sciencast Management
New Jersey
$1.95M +$428K +5,207 +28%
VPIM
349
Vanguard Personalized Indexing Management
California
$1.93M +$286K +3,477 +17%
CC
350
Cipher Capital
New York
$1.92M +$1.92M +23,328 New
12 13
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