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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 %
FMWA
501
Forvis Mazars Wealth Advisors
Missouri
$675K -$411 -5 -0.1%
SC
502
Searle & Co
Connecticut
$673K – – –
IA
503
IFP Advisors
Florida
$672K +$118K +1,443 +21%
OWP
504
Obermeyer Wealth Partners
Colorado
$669K – – –
AIMCA
505
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$665K – – –
RMC
506
Resources Management Corp
Connecticut
$662K -$16K -195 -2%
TRCT
507
Tower Research Capital (TRC)
New York
$660K -$3.96M -48,192 -86%
DPAM
508
Degroof Petercam Asset Management
Belgium
$657K – – –
WCM
509
Weaver Capital Management
Georgia
$653K +$230K +2,795 +54%
AAP
510
Aristotle Atlantic Partners
Florida
$652K – – –
BMC
511
Beaton Management Company
Massachusetts
$646K – – –
MP
512
McDonald Partners
Ohio
$642K +$16.3K +198 +3%
BFG
513
Bleakley Financial Group
New Jersey
$638K +$40.3K +491 +7%
MHIC
514
Marble Harbor Investment Counsel
Massachusetts
$635K – – –
SW
515
Simplicity Wealth
New Jersey
$635K +$635K +7,731 New
ETC
516
Exchange Traded Concepts
Oklahoma
$633K +$66.4K +809 +12%
LAS
517
Lloyd Advisory Services
Georgia
$632K +$632K +7,690 New
TMAM
518
Tokio Marine Asset Management
Japan
$631K +$74.1K +902 +13%
DWM
519
Dakota Wealth Management
Florida
$626K +$30.1K +366 +5%
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$625K – – –
OAM
521
Ostrum Asset Management
France
$624K +$382K +4,656 +158%
TCOT
522
Trust Company of Toledo
Ohio
$615K +$53.5K +652 +10%
WAS
523
Winch Advisory Services
Wisconsin
$610K +$6.24K +76 +1%
DC
524
Davenport & Co
Virginia
$609K -$19.6K -239 -3%
BPWM
525
Badgley Phelps Wealth Managers
Washington
$605K – – –
19 20
21
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