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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.

New
Increased
Maintained
Reduced
Closed
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
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
Stifel Financial
Missouri
$92.9M
5
Bank of America
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$292M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
MAM
Magellan Asset Management
Australia
$311M
5
EAM
Eagle Asset Management
Florida
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
476
Van Hulzen Asset Management
California
$793K -$87.8K -1,069 -10%
PFS
477
Prospera Financial Services
Texas
$791K -$329K -4,003 -29%
JIC
478
Johnson Investment Counsel
Ohio
$787K +$4.68K +57 +0.6%
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$786K +$20.1K +245 +3%
PHIMC
480
Private Harbour Investment Management & Counsel
Ohio
$781K -$10.8K -132 -1%
RBC
481
Romano Brothers & Co
Illinois
$776K – – –
FT
482
Fiduciary Trust
Massachusetts
$773K -$24.2K -295 -3%
GVAG
483
Great Valley Advisor Group
Delaware
$765K +$139K +1,689 +22%
VFPW
484
Vantage Financial Partners (Wisconsin)
Wisconsin
$763K +$132K +1,604 +21%
CA
485
Claro Advisors
Massachusetts
$748K +$306K +3,730 +69%
APP
486
Avantax Planning Partners
Iowa
$746K – – –
VA
487
Valmark Advisers
Ohio
$742K -$15.4K -187 -2%
BTI
488
Blue Trust Inc
Georgia
$737K +$117K +1,425 +19%
GI
489
GAMMA Investing
California
$734K +$144K +1,758 +24%
WANY
490
Wealthspire Advisors (New York)
New York
$721K -$25K -305 -3%
FNBT
491
FineMark National Bank & Trust
Florida
$718K -$20.5K -250 -3%
CCC
492
Chelsea Counsel Company
California
$712K – – –
WAM
493
WNY Asset Management
New York
$698K +$411 +5 +0.1%
RIM
494
Rakuten Investment Management
Japan
$697K +$632K +7,702 +987%
IWM
495
IHT Wealth Management
Illinois
$694K +$37.9K +462 +6%
MA
496
Montag & Associates
Georgia
$691K – – –
WA
497
Wealth Alliance
New York
$688K -$85.6K -1,042 -11%
BCV
498
Banque Cantonale Vaudoise
Switzerland
$688K – – –
GT
499
Greenleaf Trust
Michigan
$688K -$98.1K -1,194 -12%
CT
500
Chicago Trust
Illinois
$686K – – –
18 19
20
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