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WEC Energy
WEC

Overview Fund Activity

1,122 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, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% 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
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$454M
2
Charles Schwab
2
Charles Schwab
California
$363M
3
CIA
3
ClearBridge Investments (Australia)
Australia
$179M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$152M
5
Invesco
5
Invesco
Georgia
$375M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$93.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$4.89M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Amundi
4
Amundi
France
$25M
5
WorldQuant Millennium Advisors
5
WorldQuant Millennium Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$164M +$12.1M +126,239 +8%
Principal Financial Group
27
Principal Financial Group
Iowa
$157M -$16.2M -168,448 -9%
Federated Hermes
28
Federated Hermes
Pennsylvania
$152M +$150M +1,560,641 +6,310%
SCP
29
Soroban Capital Partners
New York
$149M -$22.3M -231,365 -13%
CIM
30
Confluence Investment Management
Missouri
$145M -$2.24M -23,255 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$141M -$7.05M -73,324 -5%
UBS Group
32
UBS Group
Switzerland
$137M +$36.2M +376,101 +36%
ClearBridge Investments
33
ClearBridge Investments
New York
$134M +$3.29M +34,255 +3%
DPIM
34
Duff & Phelps Investment Management
Illinois
$131M +$13.7M +142,666 +12%
CIMLRA
35
CBRE Investment Management Listed Real Assets
Pennsylvania
$131M -$15.5M -161,407 -11%
UBS AM
36
UBS AM
Illinois
$127M -$25.8M -268,680 -17%
RJA
37
Raymond James & Associates
Florida
$123M +$25.5M +264,654 +26%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$119M -$6.37M -66,256 -5%
WHG
39
Westwood Holdings Group
Texas
$117M -$7.61M -79,124 -6%
Stifel Financial
40
Stifel Financial
Missouri
$117M +$4.55M +47,293 +4%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$115M -$8.76M -91,127 -7%
CIC
42
Crawford Investment Counsel
Georgia
$113M +$4.19M +43,545 +4%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$111M +$3.09M +32,082 +3%
First Trust Advisors
44
First Trust Advisors
Illinois
$108M -$4.63M -48,113 -4%
Goldman Sachs
45
Goldman Sachs
New York
$95.2M -$10.3M -106,783 -10%
CI
46
Cincinnati Insurance
Ohio
$94.1M – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$93.3M -$99M -1,029,654 -51%
BG
48
Bahl & Gaynor
Ohio
$93M -$320K -3,322 -0.3%
ZP
49
Zimmer Partners
New York
$92.2M -$23M -239,512 -20%
Bessemer Group
50
Bessemer Group
New Jersey
$91.8M +$719K +7,475 +0.8%
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