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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 %
FFA
701
First Foundation Advisors
California
$277K -$8.13K -99 -3%
SP
702
Successful Portfolios
Florida
$276K -$51K -621 -16%
QI
703
Qtron Investments
Massachusetts
$275K – – –
SAM
704
Summit Asset Management
Tennessee
$274K – – –
ZB
705
Zions Bancorporation
Utah
$272K -$7.06K -86 -3%
RWP
706
RWA Wealth Partners
Massachusetts
$271K -$13.9K -169 -5%
SFI
707
Siemens Fonds Invest
Germany
$271K -$11.3K -138 -4%
CI
708
Cigna Investments
Connecticut
$270K -$6.32K -77 -2%
RSWM
709
Robertson Stephens Wealth Management
California
$268K +$164 +2 +0.1%
SIAM
710
Sterling Investment Advisors (Missouri)
Missouri
$267K – – –
PNC
711
Park National Corp
Ohio
$266K +$821 +10 +0.3%
1SB
712
1ST Source Bank
Indiana
$265K – – –
LFA
713
LGT Financial Advisors
Texas
$265K – – –
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$264K +$82 +1 +0%
CWA
715
Centennial Wealth Advisory
Michigan
$263K +$493 +6 +0.2%
UB
716
UMB Bank
Missouri
$263K +$8.21K +100 +3%
CCI
717
Credit Capital Investments
New Jersey
$263K +$263K +3,200 New
TWM
718
Thrive Wealth Management
Pennsylvania
$263K +$263K +3,198 New
PPC
719
Park Place Capital
Alabama
$262K -$147K -1,789 -36%
P
720
Pitcairn
Pennsylvania
$261K +$2.55K +31 +1%
GWSG
721
GPS Wealth Strategies Group
Colorado
$261K -$17.9K -218 -6%
SAM
722
Strategy Asset Managers
California
$260K +$49.9K +608 +24%
DAC
723
Dividend Assets Capital
South Carolina
$256K -$107K -1,299 -29%
PWP
724
Phillips Wealth Planners
Mississippi
$256K -$112K -1,441 -30%
CCA
725
Checchi Capital Advisers
California
$254K -$7.97K -97 -3%
27 28
29
30 31