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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 %
CFSG
451
Community Financial Services Group
Vermont
$923K +$923K +11,238 New
PA
452
PFW Advisors
Georgia
$918K -$14.9K -181 -2%
MFG
453
Merit Financial Group
Georgia
$914K +$497K +5,974 +119%
AWS
454
Atria Wealth Solutions
New York
$907K +$56.4K +687 +7%
NSIM
455
North Star Investment Management
Illinois
$898K +$739 +9 +0.1%
HPC
456
HM Payson & Co
Maine
$896K -$24.7K -301 -3%
VVP
457
Venture Visionary Partners
Ohio
$893K – – –
MC
458
Machina Capital
France
$865K +$865K +10,533 New
NB
459
Norinchukin Bank
Japan
$862K -$11.1K -135 -1%
HI
460
Hendershot Investments
Virginia
$858K – – –
TW
461
TrinityPoint Wealth
Connecticut
$856K +$7.97K +97 +0.9%
KRSITF
462
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$855K -$68K -828 -7%
WOC
463
West Oak Capital
California
$853K +$139K +1,690 +19%
PWG
464
Portside Wealth Group
Utah
$853K +$185K +2,255 +28%
BCM
465
Brown Capital Management
Maryland
$848K – – –
USAA
466
United Services Automobile Association
Texas
$837K – – –
CTC
467
Central Trust Company
Missouri
$831K -$75.9K -924 -8%
HIM
468
Harbour Investment Management
Washington
$826K +$826K +10,060 New
BP
469
Ballentine Partners
Massachusetts
$824K +$257K +3,135 +45%
NMIMC
470
Northwestern Mutual Investment Management Company
Wisconsin
$822K +$2.14K +26 +0.3%
FCAS
471
First Command Advisory Services
Texas
$812K +$764K +36,550 +1,616%
Wolverine Trading
472
Wolverine Trading
Illinois
$803K -$91.3K -1,112 -10%
CQS
473
Credential Qtrade Securities
$802K +$92.3K +1,124 +13%
PI
474
PFG Investments
New York
$798K +$798K +9,721 New
AWM
475
Apollon Wealth Management
South Carolina
$797K +$117K +1,427 +17%
17 18
19
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