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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
MLL
676
Moody Lynn & Lieberson
Massachusetts
$354K -$7.85K -100 -2%
MCM
677
McDonough Capital Management
Florida
$353K
FA
678
Faithward Advisors
Pennsylvania
$345K +$18K +230 +6%
BSA
679
Braun Stacey Associates
New York
$344K +$344K +4,381 New
AC
680
AlphaCore Capital
California
$343K -$158K -2,012 -32%
WA
681
Waverly Advisors
Alabama
$343K +$69.3K +883 +25%
GSB
682
Greenfield Savings Bank
Massachusetts
$343K
FIM
683
Freedom Investment Management
Connecticut
$342K -$15.5K -198 -4%
BBW
684
Blue Barn Wealth
Utah
$341K +$23.8K +303 +7%
PA
685
Parallel Advisors
California
$339K +$16.3K +208 +5%
CPSC
686
Carl P. Sherr & Co
Massachusetts
$337K
HTC
687
Haverford Trust Company
Pennsylvania
$336K +$8.63K +110 +3%
IWS
688
Insight Wealth Strategies
California
$335K +$3.45K +44 +1%
TFO
689
Tarbox Family Office
California
$335K
TI
690
Tidal Investments
Wisconsin
$334K -$81.1K -1,034 -20%
WI
691
Wintrust Investments
Illinois
$333K -$23.4K -298 -7%
AWA
692
Arete Wealth Advisors
Illinois
$331K +$331K +4,227 New
CC
693
Courier Capital
New York
$330K
MPI
694
Mairs & Power Inc
Minnesota
$330K +$15.7K +200 +5%
FFN
695
Focus Financial Network
Minnesota
$329K -$39K -473 -11%
FDCDDQ
696
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K +$327K +4,162 +26,013%
ALAM
697
Asahi Life Asset Management
Japan
$327K +$327K +4,170 New
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$327K -$183K -2,334 -36%
UCFA
699
United Capital Financial Advisors
Texas
$327K -$39.4K -502 -11%
HSA
700
HBK Sorce Advisory
Pennsylvania
$324K +$5.81K +74 +2%