WEC icon

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 %
VWM
576
Venturi Wealth Management
Texas
$549K -$25K -318 -4%
SA
577
SpiderRock Advisors
Delaware
$539K -$604K -7,699 -53%
IAN
578
Integrated Advisors Network
Texas
$538K +$2.28K +29 +0.4%
GI
579
Gradient Investments
Minnesota
$535K +$398K +5,069 +289%
OTL
580
Oak Thistle LLC
New York
$534K +$534K +6,811 New
MLFP
581
MPS Loria Financial Planners
Illinois
$529K +$2.75K +35 +0.5%
VAS
582
Vestmark Advisory Solutions
Massachusetts
$528K +$2.59K +33 +0.5%
FRM
583
Fox Run Management
Connecticut
$528K +$528K +6,727 New
ECA
584
Elevated Capital Advisors
Utah
$526K +$526K +6,698 New
MW
585
Marcum Wealth
Ohio
$519K +$146K +1,866 +39%
PPWM
586
Paragon Private Wealth Management
Kentucky
$518K +$15.5K +197 +3%
MAS
587
Meeder Advisory Services
Ohio
$515K +$93.6K +1,193 +22%
AMG
588
Advisors Management Group
Wisconsin
$508K +$1.88K +24 +0.4%
TT
589
TI-Trust
Illinois
$504K – – –
WCM
590
Weaver Capital Management
Georgia
$504K -$119K -1,523 -19%
TGAM
591
TBH Global Asset Management
Tennessee
$504K -$42K -535 -8%
VFA
592
Voya Financial Advisors
Connecticut
$502K +$502K +6,398 New
APF
593
Alaska Permanent Fund
Alaska
$501K +$4.56K +53 +0.9%
PRC
594
Pearl River Capital
Michigan
$500K +$500K +6,367 New
FFA
595
Farther Finance Advisors
California
$499K +$82K +1,055 +20%
BWM
596
Buckley Wealth Management
Nevada
$497K -$157 -2 -0%
BIM
597
Bridges Investment Management
Nebraska
$496K +$25.5K +325 +5%
SFI
598
SPC Financial Inc
Maryland
$493K +$2.28K +29 +0.5%
HF
599
HRT Financial
New York
$491K -$401K -5,119 -45%
DA
600
Drake & Associates
Wisconsin
$478K +$8.94K +114 +2%
22 23
24
25 26