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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 %
CCC
526
Chelsea Counsel Company
California
$680K – – –
CT
527
Chicago Trust
Illinois
$679K +$23.5K +300 +4%
FNBT
528
FineMark National Bank & Trust
Florida
$674K -$11.8K -150 -2%
WAM
529
WNY Asset Management
New York
$667K +$471 +6 +0.1%
MA
530
Montag & Associates
Georgia
$660K – – –
SRL
531
Scientech Research LLC
New Jersey
$657K +$173K +2,210 +36%
SPA
532
Sherbrooke Park Advisers
New York
$648K +$648K +8,256 New
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$645K – – –
SC
534
Searle & Co
Connecticut
$643K – – –
VFPW
535
Vantage Financial Partners (Wisconsin)
Wisconsin
$642K -$86.3K -1,100 -12%
MOS
536
MGO One Seven
Ohio
$641K +$177K +2,262 +38%
OWP
537
Obermeyer Wealth Partners
Colorado
$636K -$3.77K -48 -0.6%
ETC
538
Exchange Traded Concepts
Oklahoma
$635K +$30.4K +387 +5%
CTC
539
Central Trust Company
Missouri
$633K -$161K -2,047 -20%
GT
540
Greenleaf Trust
Michigan
$629K -$27.9K -355 -4%
WB
541
WesBanco Bank
West Virginia
$628K +$89.1K +1,136 +17%
MCM
542
MAI Capital Management
Ohio
$628K +$73.6K +938 +13%
BMC
543
Beaton Management Company
Massachusetts
$627K – – –
MP
544
McDonald Partners
Ohio
$626K +$12K +153 +2%
GVAG
545
Great Valley Advisor Group
Delaware
$624K -$107K -1,365 -15%
AAP
546
Aristotle Atlantic Partners
Florida
$623K – – –
NSIM
547
North Star Investment Management
Illinois
$622K -$235K -3,000 -27%
MLA
548
My Legacy Advisors
Oregon
$622K +$47.5K +605 +8%
BFG
549
Bleakley Financial Group
New Jersey
$620K +$10.3K +131 +2%
SW
550
Simplicity Wealth
New Jersey
$620K +$12.9K +165 +2%
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