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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 %
PI
576
PEAK6 Investments
Illinois
$485K -$2.01M -24,443 -81%
MOS
577
MGO One Seven
Ohio
$485K -$85.2K -1,037 -15%
DWP
578
Daymark Wealth Partners
Ohio
$480K -$8.38K -102 -2%
TSWM
579
Triangle Securities Wealth Management
North Carolina
$477K +$477K +5,803 New
LI
580
LVZ Inc
Michigan
$474K – – –
NG
581
Norden Group
Utah
$474K +$474K +5,774 New
APF
582
Alaska Permanent Fund
Alaska
$474K +$3.12K +38 +0.7%
HI
583
Horizon Investments
North Carolina
$470K +$6.26K +77 +1%
MWM
584
MGB Wealth Management
Texas
$469K – – –
DAS
585
Dynamic Advisor Solutions
Arizona
$467K -$27.8K -339 -6%
ST
586
Spinnaker Trust
Maine
$465K +$1.64K +20 +0.4%
IF
587
Intrua Financial
Texas
$465K -$20.6K -251 -4%
WG
588
Winton Group
United Kingdom
$464K +$464K +5,646 New
CC
589
Chicago Capital
Illinois
$463K – – –
MWM
590
Mission Wealth Management
California
$459K +$31.5K +384 +7%
Capstone Investment Advisors
591
Capstone Investment Advisors
New York
$455K +$436K +5,310 +2,329%
OC
592
Oarsman Capital
Wisconsin
$451K -$39.6K -482 -8%
TPA
593
Trivium Point Advisory
Connecticut
$451K +$821 +10 +0.2%
KFA
594
Krane Funds Advisors
New York
$447K +$211K +2,561 +89%
HCM
595
Hutner Capital Management
Vermont
$446K – – –
SWA
596
Stratos Wealth Advisors
Ohio
$446K -$1.31K -16 -0.3%
II
597
Inspire Investing
Idaho
$444K +$9.28K +113 +2%
MAS
598
Meeder Advisory Services
Ohio
$441K +$52.1K +634 +13%
PCIA
599
Prime Capital Investment Advisors
Kansas
$441K +$5.01K +61 +1%
PFG
600
PAX Financial Group
Texas
$439K -$821 -10 -0.2%
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