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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.53%
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
Soroban Capital Partners
New York
+$124M
2
ZP
Zimmer Partners
New York
+$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$67.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$229M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$170M
3
MAM
Magellan Asset Management
Australia
-$110M
4
Millennium Management
Millennium Management
New York
-$76.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
501
Lockheed Martin Investment Management
Maryland
$761K -$518K -6,600 -40%
TCPW
502
Twin City Private Wealth
North Carolina
$754K +$754K +9,614 New
AWM
503
Apollon Wealth Management
South Carolina
$752K -$9.57K -122 -1%
BTC
504
Bank & Trust Company
Illinois
$748K +$748K +9,533 New
JIC
505
Johnson Investment Counsel
Ohio
$747K -$5.1K -65 -0.7%
PHIMC
506
Private Harbour Investment Management & Counsel
Ohio
$746K -$392 -5 -0.1%
IWM
507
IHT Wealth Management
Illinois
$742K +$74.5K +942 +11%
RBC
508
Romano Brothers & Co
Illinois
$742K – – –
FIA
509
Foundations Investment Advisors
Arizona
$741K +$190K +2,427 +35%
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$740K -$11.1K -142 -1%
GRP
511
Global Retirement Partners
California
$736K +$357K +4,546 +94%
IMRF
512
Illinois Municipal Retirement Fund
Illinois
$735K -$366K -4,660 -33%
APP
513
Avantax Planning Partners
Iowa
$733K +$21.1K +269 +3%
Nomura Holdings
514
Nomura Holdings
Japan
$733K +$535K +6,820 +271%
FW
515
FullCircle Wealth
Texas
$731K +$731K +8,754 New
FT
516
Fiduciary Trust
Massachusetts
$731K -$7.85K -100 -1%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$730K +$409K +5,209 +127%
WA
518
Wealth Alliance
New York
$719K +$61.3K +781 +9%
PFS
519
Prospera Financial Services
Texas
$716K -$39K -497 -5%
BC
520
Bridgefront Capital
Texas
$715K +$715K +9,115 New
VA
521
Valmark Advisers
Ohio
$701K -$7.61K -97 -1%
TCM
522
Teza Capital Management
Illinois
$699K +$699K +8,906 New
SPC
523
Sigma Planning Corp
Michigan
$697K +$175K +2,231 +34%
OIA
524
OneDigital Investment Advisors
Kansas
$692K +$122K +1,555 +21%
CA
525
Claro Advisors
Massachusetts
$688K -$26.7K -340 -4%
19 20
21
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