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WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
Stifel Financial
Missouri
$92.9M
5
Bank of America
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$292M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
MAM
Magellan Asset Management
Australia
$311M
5
EAM
Eagle Asset Management
Florida
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
551
Paloma Partners
Connecticut
$541K -$26.9K -327 -5%
SBWIC
552
Schaper Benz & Wise Investment Counsel
Wisconsin
$536K +$328K +4,000 +158%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$535K +$31.3K +381 +6%
MC
554
Moors & Cabot
Massachusetts
$535K -$23K -280 -4%
SCA
555
Snowden Capital Advisors
New York
$535K -$31.1K -379 -5%
CA
556
Clearstead Advisors
Ohio
$535K +$10.4K +123 +2%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$534K +$8.79K +107 +2%
LNC
558
Lincoln National Corp
Pennsylvania
$531K +$81.5K +993 +18%
AMG
559
Advisors Management Group
Wisconsin
$529K -$49.2K -600 -9%
TT
560
TI-Trust
Illinois
$528K – – –
PPWM
561
Paragon Private Wealth Management
Kentucky
$526K +$15.2K +185 +3%
AC
562
AlphaCore Capital
California
$524K +$142K +1,729 +37%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$522K -$53.6K -653 -9%
BWM
564
Buckley Wealth Management
Nevada
$520K -$1.4K -17 -0.3%
SFI
565
SPC Financial Inc
Maryland
$513K – – –
SRL
566
Scientech Research LLC
New Jersey
$506K +$506K +6,158 New
FAP
567
Financial Advisory Partners
Florida
$505K -$32.4K -395 -6%
CAM
568
Carret Asset Management
New York
$501K -$107K -1,300 -18%
CFG
569
Citizens Financial Group
Rhode Island
$500K -$821 -10 -0.2%
FAIM
570
Financial Advocates Investment Management
Washington
$499K +$15.4K +187 +3%
BIM
571
Bridges Investment Management
Nebraska
$493K – – –
DA
572
Drake & Associates
Wisconsin
$491K +$1.15K +14 +0.2%
CSB
573
City State Bank
Iowa
$489K -$23.9K -291 -5%
KWA
574
Kingswood Wealth Advisors
California
$487K +$487K +5,933 New
BFS
575
Bradley Foster & Sargent
Connecticut
$487K – – –
21 22
23
24 25