WEC icon

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 %
FFA
601
Farther Finance Advisors
California
$438K +$262K +3,211 +149%
TI
602
Tidal Investments
Wisconsin
$435K +$4.02K +49 +0.9%
CTA
603
Chesley Taft & Associates
Illinois
$434K – – –
BFO
604
Boston Family Office
Massachusetts
$431K – – –
SF
605
Summit Financial
New Jersey
$429K -$10.3K -125 -2%
AO
606
Advisor OS
Illinois
$428K +$34.4K +419 +9%
BMCM
607
Bryn Mawr Capital Management
Pennsylvania
$427K +$5.34K +65 +1%
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$425K +$4.6K +56 +1%
NSAM
609
North Star Asset Management
Wisconsin
$423K -$21.4K -261 -5%
PTC
610
Petrus Trust Company
Texas
$422K -$69.7K -849 -14%
WA
611
Wealth Architects
California
$421K -$1.48K -18 -0.3%
IC
612
IEQ Capital
California
$420K -$72.8K -887 -15%
DT
613
Diversified Trust
Tennessee
$419K +$11K +134 +3%
MIM
614
Meridiem Investment Management
United Kingdom
$417K – – –
WAM
615
WFA Asset Management
Wisconsin
$416K +$3.78K +46 +0.9%
IMCOOI
616
Investment Management Corp of Ontario (IMCO)
Canada
$416K -$189K -2,300 -31%
BWM
617
Blossom Wealth Management
California
$414K +$44.8K +545 +12%
S
618
SignatureFD
Georgia
$414K -$29.3K -357 -7%
MFT
619
Moisand Fitzgerald Tamayo
Florida
$413K – – –
WFI
620
West Family Investments
California
$411K +$411K +5,010 New
HI
621
Hudock Inc
Pennsylvania
$409K +$411 +5 +0.1%
DTL
622
Dynamic Technology Lab
Singapore
$409K +$409K +4,977 New
Aviva
623
Aviva
United Kingdom
$404K +$15.3K +186 +4%
ACI
624
Alpha Cubed Investments
California
$404K +$49.4K +602 +14%
PWM
625
Partnership Wealth Management
Maryland
$402K – – –
23 24
25
26 27