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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
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
676
Tompkins Financial
New York
$319K +$123K +1,500 +63%
AP
677
Appleton Partners
Massachusetts
$319K -$74.3K -905 -19%
RCIM
678
Red Cedar Investment Management
Michigan
$319K -$842K -10,253 -73%
NP
679
Nilsine Partners
Colorado
$315K -$13.2K -161 -4%
WA
680
WealthTrust Axiom
Pennsylvania
$313K – – –
FGA
681
Fortis Group Advisors
New Jersey
$312K -$312K -3,805 -50%
ZIM
682
Zacks Investment Management
Illinois
$309K -$2.25M -27,427 -88%
RMCM
683
Reynders McVeigh Capital Management
Massachusetts
$308K – – –
ZCM
684
Ziegler Capital Management
Illinois
$306K -$41.9K -510 -12%
MM
685
MQS Management
New York
$306K +$22.3K +271 +8%
BFW
686
Brady Family Wealth
Missouri
$304K -$2.79K -34 -0.9%
SI
687
Stephens Inc
Arkansas
$304K +$985 +12 +0.3%
ZIC
688
ZWJ Investment Counsel
Georgia
$303K -$61.6K -750 -17%
BONH
689
Bank of New Hampshire
New Hampshire
$301K -$17.2K -210 -5%
CA
690
Crewe Advisors
Utah
$299K +$299K +3,642 New
AFM
691
Armstrong Fleming & Moore
District of Columbia
$299K +$1.4K +17 +0.5%
Lido Advisors
692
Lido Advisors
California
$298K -$17.5K -213 -6%
TCA
693
Transcend Capital Advisors
New Jersey
$298K -$38K -463 -11%
CAI
694
Capital Advisors Inc
Oklahoma
$298K – – –
GT
695
Glenview Trust
Kentucky
$293K -$10K -122 -3%
NPT
696
Nixon Peabody Trust
Massachusetts
$287K +$287K +3,500 New
AAM
697
Ascension Asset Management
New York
$287K +$287K +3,500 New
WA
698
Waverly Advisors
Alabama
$286K +$286K +3,488 New
W
699
Wealthquest
Ohio
$279K – – –
CC
700
Callan Capital
California
$279K +$29.6K +361 +12%
26 27
28
29 30