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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.

Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.54%
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
1
Soroban Capital Partners
New York
$140M
2
ZP
2
Zimmer Partners
New York
$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$66.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Invesco
1
Invesco
Georgia
$232M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$12.5M
3
MAM
3
Magellan Asset Management
Australia
$187M
4
Millennium Management
4
Millennium Management
New York
$33.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$124M +$23.2M +295,505 +23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$124M +$12.9M +164,770 +12%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$121M -$27.7M -352,866 -19%
CIM
29
Confluence Investment Management
Missouri
$120M -$1.91M -24,382 -2%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$120M +$38.6M +491,668 +48%
ClearBridge Investments
31
ClearBridge Investments
New York
$106M +$1.73M +22,026 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$102M +$30.1K +384 +0%
WHG
33
Westwood Holdings Group
Texas
$102M -$1.9M -24,174 -2%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$100M +$1.03M +13,210 +1%
DPIM
35
Duff & Phelps Investment Management
Illinois
$96M +$4.61M +58,695 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.5M +$67.4M +859,476 +249%
ZP
37
Zimmer Partners
New York
$94M +$94M +1,197,806 New
Stifel Financial
38
Stifel Financial
Missouri
$91.7M +$2.99M +38,055 +3%
First Trust Advisors
39
First Trust Advisors
Illinois
$91.7M +$19.8M +251,744 +27%
CIC
40
Crawford Investment Counsel
Georgia
$88.4M +$1.26M +16,095 +1%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$87.7M +$12.6M +160,128 +17%
Goldman Sachs
42
Goldman Sachs
New York
$86.1M -$21M -267,605 -20%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$82.7M -$7.83M -99,754 -9%
UBS Group
44
UBS Group
Switzerland
$82.1M +$12.5M +159,174 +18%
RJA
45
Raymond James & Associates
Florida
$80M +$1.87M +23,827 +2%
CI
46
Cincinnati Insurance
Ohio
$76.8M – – –
BG
47
Bahl & Gaynor
Ohio
$76.1M -$2.82M -35,910 -4%
Bessemer Group
48
Bessemer Group
New Jersey
$74.3M -$1.06M -13,477 -1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$73.3M -$808K -10,300 -1%
SEI Investments
50
SEI Investments
Pennsylvania
$70.5M +$13.1M +167,340 +23%
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