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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 %
TFO
651
Tarbox Family Office
California
$350K – – –
EH
652
Equitable Holdings
New York
$349K -$18.1K -221 -5%
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$348K +$32.8K +400 +10%
EWA
654
EP Wealth Advisors
California
$348K +$25.9K +316 +8%
IWS
655
Insight Wealth Strategies
California
$347K +$2.71K +33 +0.8%
CC
656
Courier Capital
New York
$345K -$112K -1,362 -24%
HTC
657
Haverford Trust Company
Pennsylvania
$343K +$59K +719 +21%
FA
658
Faithward Advisors
Pennsylvania
$342K +$342K +4,168 New
PL
659
Plancorp LLC
Missouri
$338K +$7.97K +97 +2%
PA
660
Parallel Advisors
California
$338K +$57.8K +704 +21%
HR
661
Howe & Rusling
New York
$337K +$7.06K +86 +2%
JFGIW
662
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$336K -$143K -1,747 -30%
AIM
663
Alhambra Investment Management
Florida
$335K – – –
BTWM
664
Brass Tax Wealth Management
Ohio
$335K +$335K +4,084 New
BFS
665
Bard Financial Services
Connecticut
$333K – – –
HSA
666
HBK Sorce Advisory
Pennsylvania
$333K +$53.4K +650 +19%
BBW
667
Blue Barn Wealth
Utah
$332K +$57.6K +701 +21%
SCTC
668
Sanibel Captiva Trust Company
Florida
$329K +$4.19K +51 +1%
MPI
669
Mairs & Power Inc
Minnesota
$328K -$17.2K -209 -5%
ACA
670
Aptus Capital Advisors
Alabama
$328K -$9.2K -112 -3%
HDIM
671
Hanson & Doremus Investment Management
Vermont
$324K – – –
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$324K -$26.1K -318 -7%
CWM
673
Congress Wealth Management
Massachusetts
$323K +$323K +3,931 New
WSFS
674
Wilmington Savings Fund Society
Delaware
$322K +$322K +3,920 New
Los Angeles Capital Management
675
Los Angeles Capital Management
California
$321K – – –
25 26
27
28 29