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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 %
CSIC
551
Clifford Swan Investment Counsel
California
$710K – – –
HWM
552
HB Wealth Management
Georgia
$706K +$322K +3,423 +84%
SSA
553
Sierra Summit Advisors
Nevada
$696K +$172K +1,828 +33%
TSWM
554
Triangle Securities Wealth Management
North Carolina
$692K -$19.7K -209 -3%
MW
555
Marcum Wealth
Ohio
$689K +$9.22K +98 +1%
IHL
556
Investment House LLC
California
$686K – – –
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$48.8K +519 +8%
VFA
558
Voya Financial Advisors
Connecticut
$682K +$15.5K +165 +2%
SBIA
559
Sheaff Brock Investment Advisors
Indiana
$677K +$1.32K +14 +0.2%
TCM
560
Teza Capital Management
Illinois
$672K +$672K +7,151 New
ECA
561
Elevated Capital Advisors
Utah
$666K -$11.7K -124 -2%
MAS
562
Meeder Advisory Services
Ohio
$662K -$25.9K -275 -4%
SFA
563
Sequoia Financial Advisors
Ohio
$662K -$4.34M -46,159 -87%
SC
564
Steph & Co
Wisconsin
$660K – – –
TCOT
565
Trust Company of Toledo
Ohio
$660K -$2.35K -25 -0.4%
MCA
566
MSH Capital Advisors
Arizona
$658K +$74.8K +795 +13%
IAN
567
Integrated Advisors Network
Texas
$653K +$7.62K +81 +1%
KNW
568
Kesler Norman & Wride
Utah
$651K -$56K -596 -8%
DWM
569
Dakota Wealth Management
Florida
$636K -$188 -2 -0%
SP
570
Stablepoint Partners
Massachusetts
$636K +$164K +1,748 +35%
BWM
571
Buckley Wealth Management
Nevada
$629K +$17.6K +187 +3%
MLA
572
My Legacy Advisors
Oregon
$628K +$22.3K +233 +4%
FFA
573
Farther Finance Advisors
California
$627K -$846 -9 -0.1%
RCM
574
Raleigh Capital Management
North Carolina
$625K +$24.5K +260 +4%
BWM
575
Blossom Wealth Management
California
$625K +$17K +181 +3%
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