WEC icon

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 %
IWP
601
IAG Wealth Partners
Wisconsin
$554K +$94.4K +1,004 +21%
HI
602
Horizon Investments
North Carolina
$553K +$10.3K +109 +2%
RMC
603
Resources Management Corp
Connecticut
$552K -$3.76K -40 -0.7%
CA
604
Clearstead Advisors
Ohio
$551K -$12.6K -134 -2%
APF
605
Alaska Permanent Fund
Alaska
$548K – – –
AIC
606
Aurora Investment Counsel
Georgia
$547K -$5.64K -60 -1%
FFM
607
Forum Financial Management
Illinois
$547K +$113K +1,206 +26%
PP
608
Paloma Partners
Connecticut
$544K +$544K +5,782 New
BP
609
Ballentine Partners
Massachusetts
$539K +$21.7K +231 +4%
LI
610
LVZ Inc
Michigan
$539K – – –
Kovitz Investment Group Partners
611
Kovitz Investment Group Partners
Illinois
$538K +$48.6K +517 +10%
MWM
612
MGB Wealth Management
Texas
$537K – – –
ST
613
Spinnaker Trust
Maine
$531K – – –
NSAM
614
North Star Asset Management
Wisconsin
$531K -$94 -1 -0%
CC
615
Chicago Capital
Illinois
$530K – – –
CTA
616
Chesley Taft & Associates
Illinois
$527K +$30.3K +322 +6%
FDCDDQ
617
Federation des caisses Desjardins du Quebec
Quebec, Canada
$526K +$125K +1,329 +31%
VCA
618
Verdence Capital Advisors
Maryland
$523K +$2.45K +26 +0.5%
CT
619
Chicago Trust
Illinois
$523K +$5.27K +56 +1%
MCM
620
MAI Capital Management
Ohio
$522K -$204K -2,171 -28%
SAG
621
SageView Advisory Group
California
$519K +$12.6K +134 +2%
PCIA
622
Prime Capital Investment Advisors
Kansas
$519K -$188 -2 -0%
MC
623
Moors & Cabot
Massachusetts
$518K +$16.2K +172 +3%
TPA
624
Trivium Point Advisory
Connecticut
$516K -$12.3K -131 -2%
FAIM
625
Financial Advocates Investment Management
Washington
$514K -$28.8K -306 -5%
23 24
25
26 27