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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 %
PP
601
Prudential plc
United Kingdom
$520K -$3.21M -33,385 -86%
SAG
602
SageView Advisory Group
California
$518K -$240K -2,495 -32%
PTC
603
Private Trust Company
Ohio
$518K +$14.6K +152 +3%
KFA
604
Krane Funds Advisors
New York
$517K +$4.42K +46 +0.9%
FAP
605
Financial Advisory Partners
Florida
$514K -$14.4K -150 -3%
ACA
606
Aptus Capital Advisors
Alabama
$513K +$121K +1,260 +31%
MC
607
Moors & Cabot
Massachusetts
$513K +$60.3K +627 +13%
CTA
608
Chesley Taft & Associates
Illinois
$508K – – –
S
609
SignatureFD
Georgia
$506K -$28.9K -300 -5%
DAS
610
Dynamic Advisor Solutions
Arizona
$503K -$44.1K -459 -8%
Aviva
611
Aviva
United Kingdom
$501K +$28K +291 +6%
BFO
612
Boston Family Office
Massachusetts
$501K -$3.65K -38 -0.7%
PFA
613
Peak Financial Advisors
Colorado
$499K +$6.06K +63 +1%
EH
614
Equitable Holdings
New York
$496K +$6.93K +72 +1%
Capstone Investment Advisors
615
Capstone Investment Advisors
New York
$494K -$72.9K -758 -13%
JF
616
Jump Financial
Illinois
$493K -$255K -2,648 -34%
SFC
617
SYM Financial Corp
Indiana
$490K +$18.1K +188 +4%
MIM
618
Meridiem Investment Management
United Kingdom
$489K – – –
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$488K – – –
RCAG
620
Rehmann Capital Advisory Group
Michigan
$488K +$18.6K +192 +4%
DT
621
Diversified Trust
Tennessee
$487K -$2.22M -23,101 -82%
MFT
622
Moisand Fitzgerald Tamayo
Florida
$484K – – –
BTWM
623
Brass Tax Wealth Management
Ohio
$484K +$91.2K +948 +23%
SP
624
Stablepoint Partners
Massachusetts
$482K +$66.2K +688 +16%
LCWP
625
Legacy Capital Wealth Partners
Arkansas
$480K +$480K +4,993 New
23 24
25
26 27