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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 %
PFS
526
Prospera Financial Services
Texas
$788K -$25.9K -275 -3%
VFPW
527
Vantage Financial Partners (Wisconsin)
Wisconsin
$785K +$3.76K +40 +0.5%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$772K -$2.73K -29 -0.4%
SC
529
Searle & Co
Connecticut
$771K – – –
EB
530
Eastern Bank
Massachusetts
$769K -$5.74K -61 -0.7%
CIC
531
Carnegie Investment Counsel
Ohio
$768K -$5.83K -62 -0.8%
Jane Street
532
Jane Street
New York
$767K -$10.7M -113,957 -93%
CA
533
Claro Advisors
Massachusetts
$766K -$137K -1,461 -15%
GT
534
Greenleaf Trust
Michigan
$766K +$32.2K +342 +4%
TMAM
535
Tokio Marine Asset Management
Japan
$766K +$43.8K +466 +6%
OWP
536
Obermeyer Wealth Partners
Colorado
$762K – – –
FNBT
537
FineMark National Bank & Trust
Florida
$760K -$52.6K -559 -6%
PI
538
PFG Investments
New York
$759K -$104K -1,105 -12%
SCA
539
Snowden Capital Advisors
New York
$759K -$20.5K -218 -3%
NG
540
Norden Group
Utah
$752K +$43.5K +463 +6%
AAP
541
Aristotle Atlantic Partners
Florida
$747K – – –
NW
542
NewEdge Wealth
Pennsylvania
$747K +$62.1K +660 +9%
PPWM
543
Paragon Private Wealth Management
Kentucky
$743K +$44.2K +470 +6%
NSIM
544
North Star Investment Management
Illinois
$742K -$5.17K -55 -0.7%
SVWAG
545
Sound View Wealth Advisors Group
Georgia
$742K +$18.8K +200 +3%
MHIC
546
Marble Harbor Investment Counsel
Massachusetts
$727K – – –
VWM
547
Venturi Wealth Management
Texas
$722K +$72.7K +773 +11%
ACA
548
Aptus Capital Advisors
Alabama
$721K +$219K +2,326 +44%
BMC
549
Beaton Management Company
Massachusetts
$713K – – –
WAS
550
Winch Advisory Services
Wisconsin
$711K +$2.26K +24 +0.3%
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