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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$128M 1,558,019 +1,344,546 +630%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$116M 1,411,982 +154,477 +12%
Millennium Management
28
Millennium Management
New York
$115M 1,394,843 -419,481 -23%
Goldman Sachs
29
Goldman Sachs
New York
$112M 1,364,676 -155,968 -10%
ClearBridge Investments
30
ClearBridge Investments
New York
$110M 1,333,883 +1,296 +0.1%
WHG
31
Westwood Holdings Group
Texas
$108M 1,320,723 +111,254 +9%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$107M 1,299,212 -96,448 -7%
UBS AM
33
UBS AM
Illinois
$106M 1,289,042 -7,103 -0.5%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$103M 1,268,462 +69,781 +6%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$98.3M 1,197,585 +260,705 +28%
DPIM
36
Duff & Phelps Investment Management
Illinois
$95.6M 1,164,490 -63,000 -5%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$94.8M 1,154,342 -712,403 -38%
Stifel Financial
38
Stifel Financial
Missouri
$92.9M 1,131,031 +889,500 +368%
CIC
39
Crawford Investment Counsel
Georgia
$91.2M 1,110,075 +297,408 +37%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$84.9M 1,033,563 -16,815 -2%
EIP
41
Energy Income Partners
Connecticut
$83.9M 1,022,040 +33,705 +3%
BG
42
Bahl & Gaynor
Ohio
$82.6M 1,006,120 -14,199 -1%
RJA
43
Raymond James & Associates
Florida
$81.8M 995,513 -246,751 -20%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$81.1M 987,791 -700,103 -41%
CI
45
Cincinnati Insurance
Ohio
$80.3M 978,300 – –
Bessemer Group
46
Bessemer Group
New Jersey
$78.9M 960,884 -71,792 -7%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$78.7M 957,803 -6,347 -0.7%
Swiss National Bank
48
Swiss National Bank
Switzerland
$77.6M 944,587 -41,700 -4%
First Trust Advisors
49
First Trust Advisors
Illinois
$75.3M 916,455 -17,954 -2%
UBS Group
50
UBS Group
Switzerland
$72.8M 886,893 +167,879 +23%
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