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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$595M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$135M
3
BlackRock
BlackRock
New York
+$86.5M
4
MPI
Mairs & Power Inc
Minnesota
+$71.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$49.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94.4M
2
ZP
Zimmer Partners
New York
-$92.2M
3
American Century Companies
American Century Companies
Missouri
-$71.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.1M
5
MAM
Magellan Asset Management
Australia
-$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
501
Allstate Corporation
Illinois
$904K +$904K +9,614 New
IWM
502
IHT Wealth Management
Illinois
$903K -$31.7K -337 -3%
WANY
503
Wealthspire Advisors (New York)
New York
$896K +$30.8K +327 +4%
TWP
504
Tyche Wealth Partners
Texas
$895K +$895K +9,517 New
CFGS
505
Concourse Financial Group Securities
Alabama
$888K +$113K +1,163 +15%
FC
506
Farringdon Capital
United Kingdom
$884K +$884K +9,400 New
PHIMC
507
Private Harbour Investment Management & Counsel
Ohio
$882K -$17.5K -186 -2%
IMRF
508
Illinois Municipal Retirement Fund
Illinois
$880K – – –
BTC
509
Bank & Trust Company
Illinois
$879K -$17.2K -183 -2%
HI
510
Hendershot Investments
Virginia
$867K – – –
VA
511
Valmark Advisers
Ohio
$867K +$45.6K +485 +6%
SAM
512
Shell Asset Management
Netherlands
$863K -$84.8K -902 -9%
DA
513
Drake & Associates
Wisconsin
$861K +$228K +2,240 +36%
AWM
514
Apollon Wealth Management
South Carolina
$853K +$16.5K +175 +2%
ETC
515
Exchange Traded Concepts
Oklahoma
$844K +$19.9K +212 +2%
CCC
516
Chelsea Counsel Company
California
$816K – – –
CL
517
Choreo LLC
Illinois
$815K -$14.9K -158 -2%
MP
518
McDonald Partners
Ohio
$814K +$44.7K +475 +6%
WAM
519
WNY Asset Management
New York
$811K +$376 +4 +0%
OIA
520
OneDigital Investment Advisors
Kansas
$808K -$8.46K -90 -1%
WB
521
WesBanco Bank
West Virginia
$807K +$56.5K +601 +8%
WIS
522
Wright Investors Service
Connecticut
$800K +$5.27K +56 +0.7%
IF
523
Intrua Financial
Texas
$795K +$18.7K +199 +2%
MA
524
Montag & Associates
Georgia
$791K – – –
CFG
525
Citizens Financial Group
Rhode Island
$788K +$216K +2,298 +38%
19 20
21
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