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WEC Energy
WEC

Overview Fund Activity

1,068 hedge funds and large institutions have $19.2B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 418 increasing their positions, 329 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
118
Increased
418
Reduced
329
Closed
65
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$124M
2
ZP
Zimmer Partners
New York
+$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$67.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$229M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$170M
3
MAM
Magellan Asset Management
Australia
-$110M
4
Millennium Management
Millennium Management
New York
-$76.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
451
Raymond James Trust
Florida
$998K +$64.1K +817 +7%
BWM
452
BKM Wealth Management
Wisconsin
$994K -$352K -4,489 -26%
LPT
453
Legacy Private Trust
Wisconsin
$986K -$6.67K -85 -0.7%
EI
454
Ethic Inc
New York
$986K -$34.3K -437 -3%
LC
455
Landaas & Company
Wisconsin
$971K -$4.47K -57 -0.5%
NP
456
NorthRock Partners
Minnesota
$971K -$102K -1,305 -10%
HFS
457
Hantz Financial Services
Michigan
$965K – – –
FRA
458
Frank Rimerman Advisors
California
$951K +$951K +12,123 New
IWA
459
Icon Wealth Advisors
Texas
$943K -$59.3K -689 -6%
IWC
460
Integrated Wealth Concepts
Massachusetts
$936K +$6.51K +83 +0.7%
BOSSRA
461
B.O.S.S. Retirement Advisors
Utah
$930K +$23.6K +301 +3%
HIM
462
Harbour Investment Management
Washington
$922K +$132K +1,685 +17%
PSFG
463
Prairie Sky Financial Group
Illinois
$921K – – –
IGAM
464
iA Global Asset Management
Quebec, Canada
$919K +$919K +11,714 New
WF
465
Welch & Forbes
Massachusetts
$916K -$37.4K -479 -4%
HFAS
466
Hummer Financial Advisory Services
Illinois
$912K – – –
PP
467
Paloma Partners
Connecticut
$909K +$392K +5,000 +76%
BCV
468
Banque Cantonale Vaudoise
Switzerland
$908K +$251K +3,194 +38%
BNP Paribas Asset Management
469
BNP Paribas Asset Management
France
$903K -$399K -5,086 -31%
QCM
470
QRG Capital Management
Illinois
$899K +$1.49K +19 +0.2%
MFG
471
Merit Financial Group
Georgia
$895K +$33K +420 +4%
NB
472
Norinchukin Bank
Japan
$892K +$68.6K +874 +8%
RP
473
Rowlandmiller & Partners
Georgia
$887K – – –
PA
474
PFW Advisors
Georgia
$885K +$7.92K +101 +0.9%
TWM
475
Trueblood Wealth Management
Ohio
$879K -$36.5K -465 -4%
17 18
19
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