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WEC Energy
WEC

Overview Fund Activity

1,122 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
2
Charles Schwab
Charles Schwab
California
+$184M
3
CIA
ClearBridge Investments (Australia)
Australia
+$179M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
Invesco
Invesco
Georgia
+$90.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.6M
4
Amundi
Amundi
France
-$42.5M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
526
MAI Capital Management
Ohio
$743K -$26.5K -275 -3%
SVWAG
527
Sound View Wealth Advisors Group
Georgia
$739K +$360K +3,747 +95%
TMAM
528
Tokio Marine Asset Management
Japan
$739K – – –
Jones Financial Companies
529
Jones Financial Companies
Missouri
$733K +$229K +2,398 +45%
BMC
530
Beaton Management Company
Massachusetts
$729K -$38.8K -404 -5%
TSWM
531
Triangle Securities Wealth Management
North Carolina
$728K -$2.5K -26 -0.3%
CSIC
532
Clifford Swan Investment Counsel
California
$727K +$39.6K +412 +6%
WAS
533
Winch Advisory Services
Wisconsin
$725K +$6.44K +67 +0.9%
NG
534
Norden Group
Utah
$725K +$246K +2,562 +52%
KNW
535
Kesler Norman & Wride
Utah
$723K -$575K -5,976 -44%
ZF
536
Zhang Financial
Michigan
$719K +$719K +7,472 New
PPWM
537
Paragon Private Wealth Management
Kentucky
$715K +$79.6K +828 +13%
MAS
538
Meeder Advisory Services
Ohio
$704K +$72.1K +750 +11%
IHL
539
Investment House LLC
California
$702K – – –
NW
540
NewEdge Wealth
Pennsylvania
$700K +$23K +239 +3%
MW
541
Marcum Wealth
Ohio
$695K +$58.4K +607 +9%
ECA
542
Elevated Capital Advisors
Utah
$693K +$48.7K +506 +8%
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$691K +$1.54K +16 +0.2%
TCOT
544
Trust Company of Toledo
Ohio
$677K -$4.81K -50 -0.7%
SC
545
Steph & Co
Wisconsin
$675K -$7.02K -73 -1%
VFA
546
Voya Financial Advisors
Connecticut
$674K +$64.4K +676 +11%
VWM
547
Venturi Wealth Management
Texas
$664K -$9.23K -96 -1%
IAN
548
Integrated Advisors Network
Texas
$660K +$1.35K +14 +0.2%
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$651K +$651K +6,771 New
MLFP
550
MPS Loria Financial Planners
Illinois
$651K +$2.98K +31 +0.5%
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