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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 %
NG
651
Norden Group
Utah
$390K -$63K -803 -14%
Aviva
652
Aviva
United Kingdom
$386K – – –
SFC
653
SYM Financial Corp
Indiana
$385K +$385K +4,903 New
PWM
654
Partnership Wealth Management
Maryland
$384K – – –
IWA
655
Inspirion Wealth Advisors
Illinois
$382K +$235 +3 +0.1%
RCAG
656
Rehmann Capital Advisory Group
Michigan
$380K +$33K +421 +10%
Los Angeles Capital Management
657
Los Angeles Capital Management
California
$380K +$73K +930 +24%
MCM
658
Mill Capital Management
North Carolina
$378K – – –
ACI
659
Alpha Cubed Investments
California
$374K -$11.5K -146 -3%
WA
660
Wealth Architects
California
$373K -$30K -382 -7%
SMC
661
Smith, Moore & Co
Missouri
$372K +$157 +2 +0%
LIA
662
LS Investment Advisors
Michigan
$371K – – –
IWP
663
IAG Wealth Partners
Wisconsin
$369K -$192K -2,442 -34%
MC
664
Moors & Cabot
Massachusetts
$369K -$142K -1,814 -28%
BP
665
Ballentine Partners
Massachusetts
$368K -$419K -5,343 -53%
SSA
666
Sierra Summit Advisors
Nevada
$365K +$365K +4,653 New
ACM
667
Advisors Capital Management
New Jersey
$365K +$14.4K +183 +4%
VSQM
668
V-Square Quantitative Management
Illinois
$365K +$27.4K +349 +8%
SP
669
Stablepoint Partners
Massachusetts
$364K +$364K +4,327 New
CPWA
670
Cerro Pacific Wealth Advisors
California
$364K +$364K +4,634 New
ST
671
Smithfield Trust
Pennsylvania
$362K +$1.58K +20 +0.4%
FFM
672
Forum Financial Management
Illinois
$362K -$4.71K -60 -1%
GSEP
673
Golden State Equity Partners
California
$357K +$357K +4,555 New
WPA
674
West Paces Advisors
Georgia
$356K -$7.61K -97 -2%
BC
675
Bruce & Co
Illinois
$354K +$354K +4,509 New
25 26
27
28 29