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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 %
AWM
626
Axxcess Wealth Management
California
$480K +$217K +2,259 +83%
OC
627
Oarsman Capital
Wisconsin
$479K -$20.4K -212 -4%
BRWA
628
B. Riley Wealth Advisors
Florida
$475K -$65.5K -681 -12%
HI
629
Hudock Inc
Pennsylvania
$472K -$7.5K -78 -2%
SI
630
Stephens Inc
Arkansas
$472K +$121K +1,257 +34%
PWM
631
Partnership Wealth Management
Maryland
$471K – – –
IWP
632
IAG Wealth Partners
Wisconsin
$470K +$17.5K +182 +4%
IWA
633
Inspirion Wealth Advisors
Illinois
$468K +$192 +2 +0%
HTC
634
Haverford Trust Company
Pennsylvania
$466K +$53.6K +557 +13%
MCM
635
Mill Capital Management
North Carolina
$464K – – –
WA
636
Wealth Architects
California
$457K – – –
SMC
637
Smith, Moore & Co
Missouri
$457K +$192 +2 +0%
PA
638
Parallel Advisors
California
$455K +$39.6K +412 +10%
CTA
639
Colonial Trust Advisors
South Carolina
$453K +$369K +3,835 +439%
FTIS
640
First Trust Investment Solutions
Florida
$452K +$452K +4,701 New
BPWM
641
Badgley Phelps Wealth Managers
Washington
$452K -$126K -1,309 -22%
HSA
642
HBK Sorce Advisory
Pennsylvania
$450K +$52.5K +546 +13%
FFM
643
Forum Financial Management
Illinois
$443K +$96 +1 +0%
Los Angeles Capital Management
644
Los Angeles Capital Management
California
$442K -$23.4K -243 -5%
ACM
645
Advisors Capital Management
New Jersey
$437K -$9.71K -101 -2%
AC
646
AlphaCore Capital
California
$436K +$15.5K +161 +4%
MLL
647
Moody Lynn & Lieberson
Massachusetts
$436K +$2.21K +23 +0.5%
BC
648
Bruce & Co
Illinois
$434K – – –
FTWA
649
Fifth Third Wealth Advisors
Ohio
$432K +$131K +1,367 +44%
MCM
650
McDonough Capital Management
Florida
$432K -$1.25K -13 -0.3%
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