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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$292M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
MAM
Magellan Asset Management
Australia
$311M
5
EAM
Eagle Asset Management
Florida
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
426
Metropolitan Life Insurance Company (MetLife)
New York
$1.04M -$9.53K -116 -0.9%
LPT
427
Legacy Private Trust
Wisconsin
$1.04M -$125K -1,522 -11%
MSWM
428
McGlone Suttner Wealth Management
Wisconsin
$1.03M -$202K -2,455 -16%
LC
429
Landaas & Company
Wisconsin
$1.02M – – –
CPIA
430
Cornell Pochily Investment Advisors
New York
$1.02M +$79.7K +971 +9%
HFS
431
Hantz Financial Services
Michigan
$1.01M – – –
WF
432
Welch & Forbes
Massachusetts
$1M -$2.14K -26 -0.2%
FA
433
FDx Advisors
Illinois
$997K -$158K -1,925 -14%
MWM
434
Mattern Wealth Management
Kansas
$988K -$5.26K -64 -0.5%
PS
435
Principal Securities
Iowa
$980K +$20.2K +246 +2%
RJT
436
Raymond James Trust
Florida
$978K -$869K -10,585 -47%
IWC
437
Integrated Wealth Concepts
Massachusetts
$973K +$73.6K +896 +8%
BOSSRA
438
B.O.S.S. Retirement Advisors
Utah
$972K -$114K -1,359 -11%
PA
439
Profund Advisors
Maryland
$967K -$80.4K -979 -8%
PSFG
440
Prairie Sky Financial Group
Illinois
$964K – – –
AF
441
Allworth Financial
California
$960K -$214K -2,607 -18%
TWM
442
Trueblood Wealth Management
Ohio
$958K +$12K +146 +1%
IWA
443
Icon Wealth Advisors
Texas
$956K -$68.9K -839 -7%
HFAS
444
Hummer Financial Advisory Services
Illinois
$954K – – –
TIAA Trust, National Association
445
TIAA Trust, National Association
North Carolina
$945K -$38.8K -472 -4%
QCM
446
QRG Capital Management
Illinois
$940K +$299K +3,647 +47%
EF
447
Empirical Finance
Pennsylvania
$935K +$31.5K +384 +3%
HF
448
HRT Financial
New York
$935K -$15.2M -185,047 -94%
DADC
449
D.A. Davidson & Co
Montana
$929K +$90.8K +1,106 +11%
RP
450
Rowlandmiller & Partners
Georgia
$928K – – –
16 17
18
19 20