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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 %
CFG
601
Citizens Financial Group
Rhode Island
$478K -$157 -2 -0%
BFS
602
Bradley Foster & Sargent
Connecticut
$474K +$9.18K +117 +2%
IC
603
IEQ Capital
California
$472K +$70.6K +900 +18%
RMC
604
Resources Management Corp
Connecticut
$472K -$160K -2,035 -25%
BPWM
605
Badgley Phelps Wealth Managers
Washington
$471K -$107K -1,359 -18%
SF
606
Summit Financial
New Jersey
$471K +$61K +777 +15%
CA
607
Clearstead Advisors
Ohio
$469K -$25K -319 -5%
CSB
608
City State Bank
Iowa
$467K – – –
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
$462K +$27.9K +355 +6%
MWM
610
MGB Wealth Management
Texas
$461K – – –
HI
611
Horizon Investments
North Carolina
$460K +$6.9K +88 +2%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$459K -$52.3K -666 -10%
NRD
613
Nebula Research & Development
New York
$456K -$66.4K -846 -13%
DWP
614
Daymark Wealth Partners
Ohio
$454K -$4.39K -56 -1%
TPA
615
Trivium Point Advisory
Connecticut
$452K +$21.4K +273 +5%
LI
616
LVZ Inc
Michigan
$449K -$3.92K -50 -0.9%
EWA
617
EP Wealth Advisors
California
$449K +$117K +1,485 +35%
DAS
618
Dynamic Advisor Solutions
Arizona
$447K +$235 +3 +0.1%
IF
619
Intrua Financial
Texas
$444K +$78 +1 +0%
PCIA
620
Prime Capital Investment Advisors
Kansas
$443K +$22K +280 +5%
ST
621
Spinnaker Trust
Maine
$443K -$1.57K -20 -0.4%
NSAM
622
North Star Asset Management
Wisconsin
$443K +$38.8K +494 +10%
CC
623
Chicago Capital
Illinois
$442K – – –
BRWA
624
B. Riley Wealth Advisors
Florida
$441K -$99K -1,262 -18%
PFG
625
PAX Financial Group
Texas
$439K +$19.5K +248 +5%
23 24
25
26 27