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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 %
SAG
551
SageView Advisory Group
California
$619K +$619K +7,885 New
CL
552
Choreo LLC
Illinois
$617K +$617K +7,930 New
JF
553
Jump Financial
Illinois
$610K -$3.35M -42,634 -85%
MHIC
554
Marble Harbor Investment Counsel
Massachusetts
$607K – – –
TMAM
555
Tokio Marine Asset Management
Japan
$602K – – –
PTC
556
Petrus Trust Company
Texas
$600K +$197K +2,507 +49%
KWA
557
Kingswood Wealth Advisors
California
$597K +$132K +1,681 +28%
DF
558
Donoghue Forlines
Massachusetts
$596K +$596K +7,602 New
TSWM
559
Triangle Securities Wealth Management
North Carolina
$596K +$141K +1,795 +31%
DC
560
Davenport & Co
Virginia
$594K +$11.5K +147 +2%
WAS
561
Winch Advisory Services
Wisconsin
$586K +$3.06K +39 +0.5%
CFGS
562
Concourse Financial Group Securities
Alabama
$585K +$58.5K +745 +11%
CAG
563
Csenge Advisory Group
Florida
$581K +$33.3K +424 +6%
SCA
564
Snowden Capital Advisors
New York
$577K +$65.8K +838 +13%
IHL
565
Investment House LLC
California
$573K – – –
AF
566
Allworth Financial
California
$571K -$382K -4,688 -40%
AC
567
AXQ Capital
New Jersey
$568K +$568K +7,244 New
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$562K -$4K -51 -0.7%
CSIC
569
Clifford Swan Investment Counsel
California
$560K – – –
DWM
570
Dakota Wealth Management
Florida
$558K -$40.3K -514 -7%
SC
571
Steph & Co
Wisconsin
$557K – – –
TCOT
572
Trust Company of Toledo
Ohio
$556K -$31.4K -400 -5%
CIC
573
Carnegie Investment Counsel
Ohio
$555K +$555K +7,070 New
IMCOOI
574
Investment Management Corp of Ontario (IMCO)
Canada
$554K +$157K +2,000 +40%
NW
575
NewEdge Wealth
Pennsylvania
$552K -$6.75K -86 -1%
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