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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$595M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$135M
3
BlackRock
BlackRock
New York
+$86.5M
4
MPI
Mairs & Power Inc
Minnesota
+$71.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$49.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94.4M
2
ZP
Zimmer Partners
New York
-$92.2M
3
American Century Companies
American Century Companies
Missouri
-$71.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.1M
5
MAM
Magellan Asset Management
Australia
-$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
651
Oarsman Capital
Wisconsin
$468K -$940 -10 -0.2%
ZF
652
Zhang Financial
Michigan
$467K -$236K -2,511 -34%
A
653
AlphaQuest
New York
$464K +$463K +4,927 +98,540%
AMG
654
Advisors Management Group
Wisconsin
$463K -$147K -1,565 -24%
BRWA
655
B. Riley Wealth Advisors
Florida
$463K -$1.03K -11 -0.2%
HI
656
Hudock Inc
Pennsylvania
$462K +$282 +3 +0.1%
PWM
657
Partnership Wealth Management
Maryland
$461K – – –
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$459K -$50K -532 -10%
WA
659
Waverly Advisors
Alabama
$454K +$54.7K +582 +14%
IWA
660
Inspirion Wealth Advisors
Illinois
$454K +$280 +3 +0.1%
MCM
661
Mill Capital Management
North Carolina
$454K – – –
SMC
662
Smith, Moore & Co
Missouri
$447K +$94 +1 +0%
WA
663
Wealth Architects
California
$447K – – –
HTC
664
Haverford Trust Company
Pennsylvania
$446K -$9.31K -99 -2%
KFA
665
Krane Funds Advisors
New York
$445K -$60.6K -644 -12%
SI
666
Stephens Inc
Arkansas
$443K -$18.4K -196 -4%
RAM
667
Redmond Asset Management
Virginia
$442K +$442K +4,700 New
BPWM
668
Badgley Phelps Wealth Managers
Washington
$442K – – –
CPWA
669
Cerro Pacific Wealth Advisors
California
$441K -$4.42K -46 -1%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$440K +$135K +1,430 +44%
ACM
671
Advisors Capital Management
New Jersey
$440K +$11.9K +127 +3%
MSA
672
MUFG Securities Americas
New York
$439K +$439K +4,671 New
FA
673
Faithward Advisors
Pennsylvania
$438K +$30.2K +321 +7%
STA
674
Summit Trail Advisors
New York
$437K +$138K +1,469 +46%
OSNBOA
675
Old Second National Bank of Aurora
Illinois
$434K -$43.2K -459 -9%
25 26
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