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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 %
LIA
651
LS Investment Advisors
Michigan
$431K -$24K -250 -5%
FCM
652
Fourpath Capital Management
Oklahoma
$429K +$429K +4,464 New
TI
653
Tidal Investments
Wisconsin
$426K +$16K +166 +4%
DWP
654
Daymark Wealth Partners
Ohio
$425K -$132K -1,369 -24%
ACI
655
Alpha Cubed Investments
California
$422K -$36.6K -381 -8%
PA
656
Prossimo Advisors
California
$422K +$40.4K +420 +11%
GSB
657
Greenfield Savings Bank
Massachusetts
$420K – – –
CA
658
Continuum Advisory
Idaho
$418K +$164K +1,711 +65%
FA
659
Faithward Advisors
Pennsylvania
$417K -$5.87K -61 -1%
IWS
660
Insight Wealth Strategies
California
$414K +$3.66K +38 +0.9%
CPSC
661
Carl P. Sherr & Co
Massachusetts
$413K – – –
UCFA
662
United Capital Financial Advisors
Texas
$413K +$12K +125 +3%
TFO
663
Tarbox Family Office
California
$410K – – –
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K +$8.37K +87 +2%
WPA
665
West Paces Advisors
Georgia
$410K -$26.8K -279 -6%
WA
666
Waverly Advisors
Alabama
$409K -$11.7K -122 -3%
VSQM
667
V-Square Quantitative Management
Illinois
$409K -$38.3K -398 -9%
CC
668
Courier Capital
New York
$402K -$2.41K -25 -0.6%
BBW
669
Blue Barn Wealth
Utah
$401K -$16.4K -171 -4%
PWP
670
Phillips Wealth Planners
Mississippi
$401K +$81K +820 +25%
VHAM
671
Van Hulzen Asset Management
California
$401K +$401K +4,173 New
EP
672
Edgestream Partners
New Jersey
$398K -$5.9M -61,322 -94%
PA
673
PFG Advisors
Arizona
$398K +$398K +4,137 New
SCTC
674
Sanibel Captiva Trust Company
Florida
$398K +$114K +1,182 +40%
SBWIC
675
Schaper Benz & Wise Investment Counsel
Wisconsin
$397K +$29K +301 +8%
25 26
27
28 29