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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 %
SFI
576
SPC Financial Inc
Maryland
$619K – – –
VAS
577
Vestmark Advisory Solutions
Massachusetts
$617K -$11.9K -127 -2%
MLFP
578
MPS Loria Financial Planners
Illinois
$616K -$20.8K -221 -3%
PGFC
579
Peapack-Gladstone Financial Corp
New Jersey
$614K – – –
BBVA
580
Banco Bilbao Vizcaya Argentaria
Spain
$612K -$314K -3,343 -34%
VT
581
Vise Technologies
New York
$612K +$315K +3,346 +106%
EH
582
Equitable Holdings
New York
$607K +$123K +1,306 +25%
TT
583
TI-Trust
Illinois
$605K – – –
APP
584
Avantax Planning Partners
Iowa
$599K -$265K -2,816 -31%
AC
585
AXQ Capital
New Jersey
$595K +$595K +6,329 New
BIM
586
Bridges Investment Management
Nebraska
$595K -$2.73K -29 -0.5%
MWM
587
Modern Wealth Management
Kansas
$593K +$235K +2,503 +66%
AA
588
ABC Arbitrage
France
$588K +$588K +6,252 New
Capstone Investment Advisors
589
Capstone Investment Advisors
New York
$587K +$104K +1,108 +22%
AWM
590
Axxcess Wealth Management
California
$586K +$117K +1,248 +25%
PFG
591
PAX Financial Group
Texas
$583K +$26.4K +281 +5%
EWA
592
EP Wealth Advisors
California
$582K +$11.8K +125 +2%
CAG
593
Csenge Advisory Group
Florida
$576K +$9.4K +100 +2%
RIS
594
Richmond Investment Services
Wisconsin
$574K +$574K +6,102 New
BFS
595
Bradley Foster & Sargent
Connecticut
$569K – – –
GI
596
Gradient Investments
Minnesota
$566K -$1.6K -17 -0.3%
CSB
597
City State Bank
Iowa
$564K -$24.2K -257 -4%
CTC
598
Central Trust Company
Missouri
$564K -$22.8K -242 -4%
PTC
599
Private Trust Company
Ohio
$560K +$52.9K +563 +10%
TGAM
600
TBH Global Asset Management
Tennessee
$556K +$2.76K +32 +0.5%
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