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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 %
AO
626
Advisor OS
Illinois
$438K +$28.6K +364 +7%
S
627
SignatureFD
Georgia
$436K +$41.1K +524 +10%
VIM
628
Vinva Investment Management
Australia
$434K +$434K +5,538 New
FAP
629
Financial Advisory Partners
Florida
$431K -$51K -650 -11%
BFM
630
Boothbay Fund Management
New York
$428K +$428K +5,450 New
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$427K -$71.2K -908 -14%
HCM
632
Hutner Capital Management
Vermont
$426K – – –
TWM
633
Thrive Wealth Management
Pennsylvania
$423K +$172K +2,189 +68%
MWM
634
Mission Wealth Management
California
$419K -$19.2K -245 -4%
KFA
635
Krane Funds Advisors
New York
$418K -$7.77K -99 -2%
CM
636
Capula Management
Cayman Islands
$417K +$417K +5,321 New
Jones Financial Companies
637
Jones Financial Companies
Missouri
$415K +$245K +3,123 +144%
CTA
638
Chesley Taft & Associates
Illinois
$414K – – –
BFO
639
Boston Family Office
Massachusetts
$412K – – –
BWM
640
Blossom Wealth Management
California
$412K +$15.9K +203 +4%
PTC
641
Private Trust Company
Ohio
$411K +$72.8K +928 +22%
OC
642
Oarsman Capital
Wisconsin
$408K -$23.5K -300 -5%
PFA
643
Peak Financial Advisors
Colorado
$402K +$402K +5,125 New
EH
644
Equitable Holdings
New York
$399K +$65.3K +832 +20%
MIM
645
Meridiem Investment Management
United Kingdom
$399K – – –
OSNBOA
646
Old Second National Bank of Aurora
Illinois
$398K -$7.85K -100 -2%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$395K -$12.6K -161 -3%
MFT
648
Moisand Fitzgerald Tamayo
Florida
$395K – – –
CWS
649
Confluence Wealth Services
Pennsylvania
$392K +$392K +4,997 New
HI
650
Hudock Inc
Pennsylvania
$391K +$314 +4 +0.1%
24 25
26
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