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WEC Energy

1,130 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 433 increasing their positions, 341 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

73% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 86

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 341

26% more capital invested

Capital invested by funds: $19.3B → $24.2B (+$4.98B)

5% more funds holding

Funds holding: 1,0751,130 (+55)

2.08% more ownership

Funds ownership: 77.75%79.82% (+2.1%)

47% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $129M

Holders
1,130
Holders Change
+55
Holders Change %
+5.12%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
433
Reduced
341
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$164M +$11.2M +126,239 +8%
Principal Financial Group
27
Principal Financial Group
Iowa
$157M -$14.9M -168,448 -9%
Federated Hermes
28
Federated Hermes
Pennsylvania
$152M +$138M +1,560,641 +6,310%
SCP
29
Soroban Capital Partners
New York
$149M -$20.5M -231,365 -13%
CIM
30
Confluence Investment Management
Missouri
$145M -$2.06M -23,255 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$141M -$6.5M -73,324 -5%
UBS Group
32
UBS Group
Switzerland
$137M +$33.3M +376,101 +36%
ClearBridge Investments
33
ClearBridge Investments
New York
$134M +$3.04M +34,255 +3%
DPIM
34
Duff & Phelps Investment Management
Illinois
$131M +$12.6M +142,666 +12%
CIMLRA
35
CBRE Investment Management Listed Real Assets
Pennsylvania
$131M -$14.3M -161,407 -11%
UBS AM
36
UBS AM
Illinois
$127M -$23.8M -268,680 -17%
RJA
37
Raymond James & Associates
Florida
$123M +$23.5M +264,654 +26%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$119M -$5.87M -66,256 -5%
WHG
39
Westwood Holdings Group
Texas
$117M -$7.01M -79,124 -6%
Stifel Financial
40
Stifel Financial
Missouri
$117M +$4.19M +47,293 +4%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$115M -$8.08M -91,127 -7%
CIC
42
Crawford Investment Counsel
Georgia
$113M +$3.86M +43,545 +4%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$111M +$2.84M +32,082 +3%
First Trust Advisors
44
First Trust Advisors
Illinois
$108M -$4.26M -48,113 -4%
Goldman Sachs
45
Goldman Sachs
New York
$95.2M -$9.46M -106,783 -10%
CI
46
Cincinnati Insurance
Ohio
$94.1M
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$93.3M -$91.3M -1,029,654 -51%
BG
48
Bahl & Gaynor
Ohio
$93M -$294K -3,322 -0.3%
ZP
49
Zimmer Partners
New York
$92.2M -$21.2M -239,512 -20%
Bessemer Group
50
Bessemer Group
New Jersey
$91.8M +$662K +7,475 +0.8%

WEC Hedge Fund Activity: Q3 2024 in Review

1,130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2024, worth a combined $24.2B — up 26% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new WEC positions and 86 closed out — a net gain of 63 holders — while 433 added to existing stakes and 341 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $416M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $91.3M.

  • 1,130 institutional investors held WEC Energy (WEC) as of Q3 2024, up from 1,075 in Q2 2024.
  • Funds reported $24.2B of WEC Energy stock for Q3 2024, up 26% quarter-over-quarter.
  • 149 funds opened new WEC Energy positions in Q3 2024 and 86 closed out, a net change of +63 holders.
  • The largest WEC Energy buyer in Q3 2024 was Wellington Management Group, an estimated $416M added.
  • The largest WEC Energy seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $91.3M sold.

Based on aggregated 13F filings for Q3 2024.