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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 %
DAS
676
Diversify Advisory Services
Utah
$395K +$395K +4,003 New
MPI
677
Mairs & Power Inc
Minnesota
$394K -$9.62K -100 -2%
HWM
678
HB Wealth Management
Georgia
$393K +$3.37K +35 +0.9%
AIM
679
Alhambra Investment Management
Florida
$393K – – –
CE
680
Cornerstone Enterprises
Wisconsin
$392K +$392K +4,080 New
FIM
681
Freedom Investment Management
Connecticut
$392K -$27.1K -282 -6%
BFS
682
Bard Financial Services
Connecticut
$390K – – –
NP
683
Nilsine Partners
Colorado
$390K +$20.6K +214 +6%
PL
684
Plancorp LLC
Missouri
$389K +$385 +4 +0.1%
FFN
685
Focus Financial Network
Minnesota
$389K +$4.81K +50 +1%
CPIG
686
Chicago Partners Investment Group
Illinois
$389K +$389K +3,908 New
CAM
687
Carret Asset Management
New York
$385K – – –
TSWM
688
Tyler-Stone Wealth Management
Ohio
$384K +$192K +1,995 +100%
MWM
689
Mission Wealth Management
California
$383K -$131K -1,362 -25%
PNC
690
Park National Corp
Ohio
$381K +$12.5K +130 +3%
ST
691
Smithfield Trust
Pennsylvania
$378K -$67K -691 -15%
AP
692
Appleton Partners
Massachusetts
$374K – – –
ACGA
693
Atlanta Consulting Group Advisors
Georgia
$373K +$373K +3,876 New
BOPW
694
Brandywine Oak Private Wealth
Pennsylvania
$369K -$96 -1 -0%
WA
695
WealthTrust Axiom
Pennsylvania
$367K – – –
CC
696
Callan Capital
California
$366K +$25.3K +263 +7%
FGA
697
Fortis Group Advisors
New Jersey
$366K – – –
MWM
698
Modern Wealth Management
Kansas
$366K +$96 +1 +0%
CPWA
699
Cerro Pacific Wealth Advisors
California
$364K – – –
RMCM
700
Reynders McVeigh Capital Management
Massachusetts
$360K – – –
26 27
28
29 30