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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 %
MSRPS
351
Maryland State Retirement & Pension System
Maryland
$1.9M – – –
SC
352
Savant Capital
Illinois
$1.9M +$243K +2,958 +15%
Wealthfront Advisers
353
Wealthfront Advisers
California
$1.88M +$106K +1,296 +6%
M&T Bank
354
M&T Bank
New York
$1.85M +$323K +3,932 +21%
QT
355
Quantbot Technologies
New York
$1.84M +$1.13M +13,733 +158%
BHPW
356
Beverly Hills Private Wealth
California
$1.83M +$51.9K +632 +3%
PP
357
Prudential plc
United Kingdom
$1.81M -$717K -8,734 -28%
NB
358
Nicolet Bankshares
Wisconsin
$1.8M – – –
RA
359
RFG Advisory
Alabama
$1.79M +$39.3K +479 +2%
OC
360
Oppenheimer & Co
New York
$1.79M +$502K +6,117 +39%
CIA
361
Concurrent Investment Advisors
Florida
$1.79M +$252K +3,074 +16%
KIA
362
KCM Investment Advisors
California
$1.76M -$178K -2,170 -9%
LA
363
LVW Advisors
New York
$1.73M -$231K -2,809 -12%
Walleye Trading
364
Walleye Trading
New York
$1.73M -$2.04M -24,856 -54%
RB
365
Rodgers Brothers
Pennsylvania
$1.69M +$32.8K +400 +2%
HIMCH
366
Hartford Investment Management Co (HIMCO)
Connecticut
$1.67M -$69.7K -849 -4%
IAA
367
Independent Advisor Alliance
North Carolina
$1.67M +$110K +1,341 +7%
MFWM
368
Motley Fool Wealth Management
Virginia
$1.66M -$3.86K -47 -0.2%
OAM
369
Oppenheimer Asset Management
New York
$1.65M -$129K -1,569 -7%
PFM
370
Premier Fund Managers
United Kingdom
$1.62M -$812K -10,000 -33%
BAM
371
Belpointe Asset Management
Nevada
$1.6M +$105K +1,284 +7%
Credit Agricole
372
Credit Agricole
France
$1.59M +$841K +10,456 +112%
PCM
373
Parsons Capital Management
Rhode Island
$1.58M -$219K -2,669 -12%
WIA
374
World Investment Advisors
California
$1.55M -$2.07M -10,540 -57%
AIP
375
Ameritas Investment Partners
Nebraska
$1.55M +$1.22M +14,907 +374%
13 14
15
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