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WEC Energy
WEC

Overview Fund Activity

1,122 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
2
Charles Schwab
Charles Schwab
California
+$184M
3
CIA
ClearBridge Investments (Australia)
Australia
+$179M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
Invesco
Invesco
Georgia
+$90.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.6M
4
Amundi
Amundi
France
-$42.5M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
576
Csenge Advisory Group
Florida
$575K -$132K -1,382 -19%
PFG
577
PAX Financial Group
Texas
$569K +$31.2K +324 +6%
RMC
578
Resources Management Corp
Connecticut
$568K -$10.9K -113 -2%
AIC
579
Aurora Investment Counsel
Georgia
$565K -$1.1M -11,455 -66%
APF
580
Alaska Permanent Fund
Alaska
$560K – – –
HI
581
Horizon Investments
North Carolina
$555K -$8.85K -92 -2%
FAIM
582
Financial Advocates Investment Management
Washington
$555K +$178K +1,849 +47%
LI
583
LVZ Inc
Michigan
$551K – – –
TPA
584
Trivium Point Advisory
Connecticut
$549K -$13.7K -140 -2%
MWM
585
MGB Wealth Management
Texas
$549K – – –
AF
586
Allworth Financial
California
$545K -$128K -1,333 -19%
ST
587
Spinnaker Trust
Maine
$543K – – –
NSAM
588
North Star Asset Management
Wisconsin
$543K +$96 +1 +0%
CC
589
Chicago Capital
Illinois
$542K – – –
SSA
590
Sierra Summit Advisors
Nevada
$536K +$88.6K +921 +20%
BNP Paribas Asset Management
591
BNP Paribas Asset Management
France
$536K -$571K -5,935 -52%
TWM
592
Thrive Wealth Management
Pennsylvania
$534K +$15.9K +165 +3%
VCA
593
Verdence Capital Advisors
Maryland
$532K +$532K +5,533 New
PCIA
594
Prime Capital Investment Advisors
Kansas
$531K -$12.7K -132 -2%
CT
595
Chicago Trust
Illinois
$529K -$304K -3,156 -36%
BP
596
Ballentine Partners
Massachusetts
$529K +$78.1K +812 +17%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$528K -$35.4K -368 -6%
XT
598
XTX Topco
Cayman Islands
$526K +$279K +2,901 +113%
HCM
599
Hutner Capital Management
Vermont
$522K – – –
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$521K -$3.37K -35 -0.6%
22 23
24
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