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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 %
IWA
626
Inspirion Wealth Advisors
Illinois
$399K -$2.38K -29 -0.6%
GRP
627
Global Retirement Partners
California
$397K -$524K -6,383 -57%
MCM
628
Mill Capital Management
North Carolina
$396K – – –
MW
629
Marcum Wealth
Ohio
$390K -$154K -1,878 -28%
SMC
630
Smith, Moore & Co
Missouri
$390K +$246 +3 +0.1%
LIA
631
LS Investment Advisors
Michigan
$389K – – –
Robeco Institutional Asset Management
632
Robeco Institutional Asset Management
Netherlands
$384K -$2.43M -29,605 -86%
FFM
633
Forum Financial Management
Illinois
$383K – – –
UCFA
634
United Capital Financial Advisors
Texas
$383K -$275K -3,346 -42%
WPA
635
West Paces Advisors
Georgia
$381K -$4.35K -53 -1%
MLL
636
Moody Lynn & Lieberson
Massachusetts
$378K -$24.2K -295 -6%
ST
637
Smithfield Trust
Pennsylvania
$376K +$9.63K +117 +3%
FIM
638
Freedom Investment Management
Connecticut
$374K -$16.9K -206 -4%
WI
639
Wintrust Investments
Illinois
$373K +$164 +2 +0%
MCM
640
McDonough Capital Management
Florida
$370K -$2.05K -25 -0.6%
BTWM
641
Baker Tilly Wealth Management
Wisconsin
$369K +$24.9K +303 +7%
ACM
642
Advisors Capital Management
New Jersey
$367K -$164 -2 -0%
WMA
643
West Michigan Advisors
Michigan
$364K -$1.4K -17 -0.4%
RCAG
644
Rehmann Capital Advisory Group
Michigan
$363K -$86.4K -1,052 -19%
FFN
645
Focus Financial Network
Minnesota
$359K -$22K -273 -6%
GSB
646
Greenfield Savings Bank
Massachusetts
$359K -$27.5K -335 -7%
PTC
647
Private Trust Company
Ohio
$354K -$4.85K -59 -1%
VSQM
648
V-Square Quantitative Management
Illinois
$353K +$105K +1,274 +42%
CPSC
649
Carl P. Sherr & Co
Massachusetts
$353K – – –
TSS
650
Two Sigma Securities
New York
$352K -$661K -8,052 -65%
24 25
26
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