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WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$124M
2
ZP
Zimmer Partners
New York
+$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$67.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$229M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$170M
3
MAM
Magellan Asset Management
Australia
-$110M
4
Millennium Management
Millennium Management
New York
-$76.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
701
Alhambra Investment Management
Florida
$321K – – –
BTWM
702
Brass Tax Wealth Management
Ohio
$320K – – –
ACA
703
Aptus Capital Advisors
Alabama
$320K +$6.59K +84 +2%
JWM
704
JGP Wealth Management
Oregon
$320K -$6.7M -85,395 -95%
BFS
705
Bard Financial Services
Connecticut
$319K – – –
HWM
706
HB Wealth Management
Georgia
$318K +$95.3K +1,214 +43%
PL
707
Plancorp LLC
Missouri
$317K -$5.88K -75 -2%
CAM
708
Carret Asset Management
New York
$314K -$165K -2,100 -34%
PA
709
Prossimo Advisors
California
$311K +$311K +3,963 New
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$309K – – –
FAIM
711
Financial Advocates Investment Management
Washington
$308K -$169K -2,154 -35%
MM
712
MQS Management
New York
$306K +$13.7K +174 +5%
AP
713
Appleton Partners
Massachusetts
$305K – – –
TF
714
Tompkins Financial
New York
$305K – – –
RCIM
715
Red Cedar Investment Management
Michigan
$304K – – –
NP
716
Nilsine Partners
Colorado
$301K – – –
BOPW
717
Brandywine Oak Private Wealth
Pennsylvania
$301K -$31.6K -403 -10%
PNC
718
Park National Corp
Ohio
$301K +$46.2K +589 +18%
SBWIC
719
Schaper Benz & Wise Investment Counsel
Wisconsin
$301K -$212K -2,700 -41%
WA
720
WealthTrust Axiom
Pennsylvania
$299K – – –
FGA
721
Fortis Group Advisors
New Jersey
$299K – – –
MWM
722
Modern Wealth Management
Kansas
$298K +$84.3K +1,074 +39%
CAI
723
Capital Advisors Inc
Oklahoma
$296K +$11.5K +146 +4%
RMCM
724
Reynders McVeigh Capital Management
Massachusetts
$294K – – –
ZIC
725
ZWJ Investment Counsel
Georgia
$293K +$3.69K +47 +1%
27 28
29
30 31